FAQs in this section
How do I create an Event from a Deal?
How do I use onsite events?
How do I invite users to an event?
What are onsite events?
What is an Event?
How do I delete an Event?
How do I set up reminders for my events?
How to send an invite for an event?
How do I create a Google Meet event type?
What are recurring events?
How do I create a recurring event?
What are the default event types available in Vtiger CRM?
How do I create custom event types in the CRM?
How do I merge Events?
How do I enable recording and transcripts in Microsoft Teams?
How do I enable recording and transcripts in Vtiger CRM?
How do I resolve authentication issues with Google, Jio, Teams, Webex, or Zoom in Events?
Why do I get an error message when setting up a new meeting in Events?
What steps should I follow to set up duplicate prevention for Events?
How do I create an Event?
Table of Contents
You can create an event in the following ways:
Follow these steps to create an event from the List, Kanban, or Calendar View:
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:
From another record in the CRM
Follow these steps to create an event from a deal, contact, organization, or quote:
- From Events’ List, Kanban, or Calendar Views
- Using Quick Create
- From another record in the CRM
Follow these steps to create an event from the List, Kanban, or Calendar View:
- Log in to your CRM account.
- Click the Main Menu.
- Select Essentials.
- Click Events.
- Go to the List or Calendar View using the icons displayed beside Filters.
- Click +Add Event.
- Fill in the necessary data fields in the Quick Create > Events window.
- Click:
- Save to save the event record
- Save and Continue to save the event record and go to its Deep Dive View
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:
- Log in to your CRM account.
- Click the + icon located on the top right side of your screen.
- Click Show all to view all the modules you can create records using Quick Create.
- Select Events.
- Enter all the mandatory details.
- Click Save.
From another record in the CRM
Follow these steps to create an event from a deal, contact, organization, or quote:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Deals, Contacts, Organizations, or Quotes.
- Select a record.
- Click the Events tab on the right side.
- Click the ‘+’ button.
- Fill out the necessary data fields.
- Click Save.
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