How do I create an Event?

You can create an Event in the following ways:

• Using the + Add Event button in the Events List, Kanban, or Calendar Views
• Using Quick Create 
• From another record within the CRM

Now, we will learn about each method in detail.

Creating an Event using the Add Event button

To create an Event, you can use the Add Event button on List, Kanban, or Calendar Views in the Events module. The example below shows how to create an Event from the List View. The steps will remain the same in the Kanban and Calendar Views.
Follow these steps to create an Event:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Essentials > Events. The Events Page opens.
4. Click +Add Event. The Add Event popup window opens.
5. Enter or select the following details to create a new event:
   1. Subject - Enter the subject of the event.
   2. Activity Type - Select the type of activity from the drop-down menu, such as Call, Meeting, Google Meet, Leave, etc.
   3. Start Date & Time - Specify when the event should start by selecting the appropriate date and time.
   4. End Date & Time - Define when the event will conclude by setting the end date and time.
   5. Description - Provide a detailed explanation of the event, outlining its purpose.
   6. Participants - Add participants who will be attending the event. You can select participants by clicking the user icon and, if necessary, quickly create new contacts by clicking the plus icon.
   7. Assigned To - Choose the individual or team to whom the event should be assigned from the drop-down.
   8. Status - Indicate the current status of the event by selecting options such as Held, Incomplete, Planned, etc.
   9. Priority - Specify the priority of the event, whether it is High, Medium, or Low Priority. So you can prioritize tasks accordingly.
   10. Location - Add the Location.
   11. Event Image - Add an image for the event by clicking Browse and selecting one from your device.
   12. All Day - Select this checkbox if the event will last all day.
   13. Mutual - Enable this checkbox if the event is mutual
   14. Related To - If the event is associated with any module, such as Deals or Internal Tickets, you can select it from the dropdown menu and select the particular record in the search bar.
   15. Organization Name - Add the name of the organization.
   16. View full form - Click to enter or select details for the following sections:
       1. Event Details
       2. Reminder Details
       3. Recurrence Details
       4. Description Details
       5. Related To
       6. Invitees
6. Click Save.

Note: 

• When an Event is marked as All Day, its Start Date and Time are automatically set nine hours apart based on your business hours. The start and end times for an All-Day event cannot be modified.
• Events can be marked as Held from the List and Calendar Views, as well as from the Actions page and an event record’s Edit view, but future events cannot be marked as Held.

Creating an Event using Quick Create

Quick Create allows you to create an Event by entering only the essential details. This feature can be accessed from any screen in the CRM, saving you significant time.
Follow these steps to create an Event using Quick Create:

1. Log in to the CRM.
2. Click the Quick Create icon located on the top right side of your screen.
3. Select Events. The Events page opens.
4. Click the View full form button at the bottom.
5. Enter or select the following information to create an event:
   1. Events Details
   2. Reminder Details
   3. Recurrence Details
   4. Description Details 
   5. Related To
   6. Invitees
6. Click Save.

To learn more about Quick Create, click here.

Creating an Event from other module records

You can create an Event from a Deal, Contact, Organization, or Quotes record.
Follow these steps to create an event from other module records:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Deals (or Contacts, Organizations, Quotes). The List View opens.
4. Select a record. The Summary View of the record opens.
5. Click the Events tab. The Events List View appears, displaying all previously added Events for that record.
6. Click the +Add Events button. 
7. Click the View full form button at the bottom.
8. Enter or select the following information to create an event:
   1. Events Details
   2. Reminder Details
   3. Recurrence Details
   4. Description Details 
   5. Related To
   6. Invitees
9. Click Save.