How do I create an Event?

You can create an event in the following ways:

• From Events’ List, Kanban, or Calendar Views
• Using Quick Create
• From another record in the CRM

From Events’ List, Kanban, or Calendar Views
Follow these steps to create an event from the List, Kanban, or Calendar View:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Select Essentials.
4. Click Events.
5. Go to the List or Calendar View using the icons displayed beside Filters.
6. Click +Add Event.
7. Fill in the necessary data fields in the Quick Create > Events window.
8. Click:
   1. Save to save the event record
   2. Save and Continue to save the event record and go to its Deep Dive View

Clicking Cancel discards the data that you entered.

Using Quick Create
With Quick Create, you can create an event quickly by filling in only the necessary details. You can access this feature from any screen, which saves you a lot of time.
Follow these steps to create an event using Quick Create:

1. Log in to your CRM account.
2. Click the + icon located on the top right side of your screen.
3. Click Show all to view all the modules you can create records using Quick Create.
4. Select Events.
5. Enter all the mandatory details.
6. Click Save.

To learn more about Quick Create, click here.


From another record in the CRM
Follow these steps to create an event from a deal, contact, organization, or quote: 

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Deals, Contacts, Organizations, or Quotes.
4. Select a record. 
5. Click the Events tab on the right side.
6. Click the ‘+’ button. 
7. Fill out the necessary data fields.
8. Click Save.