How to create custom event types in the CRM?

You can create custom event types by configuring Picklist Field Values for Activity Type in the Events module.

Follow these steps to configure Picklist Field Values in Events:

Log in to your CRM account.
Click the Main Menu on the top right corner of the screen.
Click Settings.
Select Picklist Field Values under Configuration.
Select Events from the Select Module drop-down.
Select Activity Type from the Select Picklist in Events drop-down.
Click Add Value to add new event types.
Enter the event type in the Item Name field.
Click Save.
The new event types will be added to the Activity Type picklist of events.

FAQs in this section

How to create custom event types in the CRM?

Table of Contents

Comments 0