FAQs in this section
How can I create an event from a deal?
How can I use onsite events?
Can I invite users to an event?
What are onsite events?
What is an event?
How can I delete an event?
Can I set up reminders for my events?

How can I create an event?

Follow these steps to create an event from the List or Calendar View:
  1. Click the Menu icon
  2. Select Essentials.
  3. Click Events.
  4. Go to the List or Calendar View using the icons displayed beside Filters.
  5. Click +Add Event.
  6. Fill in the necessary data fields in the Quick Create > Events window.
  7. Click:
  • Save to save the event record
  • Save and Continue to save the event record and go to its Deep Dive View
Clicking Cancel discards the data that you entered.
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