How do I create a Calendar Event?
Follow these steps to create an event using +Quick Create:
- Log in to the CRM.
- Click on the +Quick Create icon.
- Click on the Events option.
- Enter the following details in the Event window:
- Start Date & Time
- End Date & Time
- Subject
- Activity Type
- Description
- Participants
- You can invite contacts/users from an Event’s Quick Create window.
- Assigned To
- Status
- Location
- Is Mutual?
- Related To
- Organizations Name
- Click View Full Form. Enter all the necessary information.
- Click Save.