FAQs in this section
How can I create an event?
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 from a deal?

Follow these steps to create an event from another record in the CRM:
  1. Click the Menu icon.
  2. Go to Sales.
  3. Click Deals.
  4. Select a record.
  5. Click the Events widget.
  6. Click the ‘+’ button to add a new event.
  7. Fill in the necessary data fields in the Quick Create > Events window.
  8. 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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