How do I create a Recurring Events?
Follow these steps to add recurring events:
- Log in to the CRM.
- Click the Main Menu.
- Go to Essentials.
- Select Events.
- Select +Add Event. An Add Event window opens.
- Enter the following details in the Add Event window:
- Start Date and Time
- End Date and Time
- Subject
- Activity Type
- Description
- Participants
- Click View Full Form. A Creating Event window opens.
- Go to the Recurrence Details section.
- Enable the Recurring Event toggle.
- Enter or select information for the following:
- For events that occur every day > Select the Day from the drop-down in the Repeat field.
- Select the Every number from the drop-down.
- Select the Occurrence number from the drop-down. (Number of times you want the event to recur).
- For events that occur every week >Select the Week from the drop-down in the Repeat field.
- Select the Every number from the drop-down.
- Select On and enable the day’s checkbox from Monday to Sunday.
- Select the Occurrence number from the drop-down. (Number of times you want the event to recur).
- For events that occur every month > Select the Month from the drop-down in the Repeat field.
- Select the Every number from the drop-down.
- Select the following On options:
- Select Specific Day or Specific Week from the drop-down.
- Select the Occurrence number from the drop-down. (Number of times you want the event to recur).
- Select the Year from the drop-down in the Repeat field.
- Select the Every number from the drop-down.
- Select Occurrences from the drop-down.
- Click Save.