FAQs in this section
How do I create a recurring event?
Follow the steps below to create Recurring Events:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Collaboration > Events.
- Open an existing event. You can also create a new one.
- Click Edit on the top right.
- Go to the Recurrence Details block.
- Enable the Recurring event toggle button.
- Enter the following information:
- Frequency - Choose whether you want to schedule the recurring event based on days, weeks, months, or years.
- Repeat - Choose when the event must occur. For example, every two weeks.
- On - Choose the days on which the event must occur.
- Number of recurrences - Choose the number of times the event must recur.
- Until - This is a read-only field. The date until which the event will recur is automatically shown here.
- Click Save.
When you mark an event as recurring and set up the recurrence details, you will see an event record created in the CRM until the end date.