The default Event Types available in Vtiger CRM are:
- Call
- Meeting
- Mobile Call
- Onsite Meeting
- Onsite Service
- Group Event
You can create custom Event types by configuring Picklist Field Values for the Activity type in the Events module.
Use case
Adding a custom event type, like Product Demo in Vtiger CRM allows the sales team to track and report on demos separately from other Events.
Follow these steps to configure Picklist Field Values in Events:
- Log in to the CRM.
- Click the User Menu on the top right corner of the screen.
- Click Settings. The Settings page opens.
- Go to Configuration > Picklist Field Values.
- Select Events from the Select Module drop-down.
- Select Activity Type from the Select Picklist in the Events drop-down.
- Click Add Value to add new Event types. A pop-up with Add Item to Activity Type opens.
- Enter or select the following information:
- Item Value
- Who can assign this value to a record
- Select Colour
- Click Save.
The new Event type will be added to the Activity Type picklist of Events.