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How do I create a Calendar Event?

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Follow these steps to create an event using +Quick Create:
  1. Log in to the CRM.
  2. Click on the +Quick Create icon.
  3. Click on the Events option.
  4. Enter the following details in the Event window:
    1. Start Date & Time
    2. End Date & Time
    3. Subject
    4. Activity Type
    5. Description
    6. Participants
      1. You can invite contacts/users from an Event’s Quick Create window.
    7. Assigned To
    8. Status
    9. Location
    10. Is Mutual?
    11. Related To
    12. Organizations Name
  5. Click View Full Form. Enter all the necessary information.
  6. ​​​​​​​​​​​​​​Click Save.
 


 
 
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