How do I create a Calendar Event using the Add Event option in Essentials?
Follow these steps to create an event using the + Add Event button in the Events screen:
- Log in to the CRM.
- Go to the Main Menu.
- Go to the Essentials tab.
- Select Events. The events page opens.
- Click the + Add Event button on the top right.
- Enter the following details in the Event window:
- Subject
- Activity Type
- Start Date & Time
- End Date & Time
- Description
- Participants
- You can invite contacts/users from an Event’s Quick Create window.
- Click More fields.
- Assigned To
- Status
- Priority
- Location
- Event Image
- Related To
- Organization Name
- Click View Full Form to add other details.
- Click Save.