FAQs in this section
How do I use onsite events?
What are onsite events?
What is an Event?
How to send an invite for an Event?
What are the default event types available in Vtiger CRM?
How do I merge Events?
Why do I get an error message when setting up a new meeting in Events?
Why am I receiving multiple event confirmation emails from Vtiger?
What actions can I perform in an Event record?
Can I invite someone who is not already a Contact in my CRM to an event?
Can I send event invites using just an email address?
What happens if I type a name that isn’t in the system while creating an event?
Why do I see this error message while creating a Teams Meeting event - Invalid credentials. Revoke access and add again?
How do I integrate Microsoft Teams with Vtiger CRM?
Where can I schedule a Microsoft Teams meeting from in Vtiger?
How do I send a Teams meeting link from a Contact record?
How do I send a Teams meeting link from a Deal record?
How do I track responses from Teams meeting participants in CRM?
Is the Teams meeting recording stored in the Vitger CRM?
Can Teams meetings in CRM sync with Google Calendar?
How do I install the Conference Add-on?
How do I set up a Conference provider in Vtiger?
How do I schedule a Conference from the Events module?
How do I Schedule a Conference from the Contact module?
How do I schedule a Conference from the Deal Module?
How do I schedule a conference from Live Chat?
How do I revoke access to a conference provider in Vtiger CRM?
How do I uninstall the Conference Add-on?
How do I fix missing events after syncing my calendar with Teams?
What does the Do not sync Closed events in the calendar option do in Vtiger Google Calendar Integration?
Will events marked as Held in Vtiger appear in Google Calendar?
How do I invite users to an Event?
How do I set up reminders for my Events?
How do I create a recurring Event?
How do I create an Event?
How do I create a Google Meet Event type?
How do I create Custom Event types in the CRM?
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?
What are Recurring Events?
How do I delete an Event?
What are the types of Appointment Pages in Vtiger CRM?
How do I prevent back-to-back appointments?
What steps should I follow to set up duplicate prevention for Events?

How do I create an Event from a Deal?

  1. Log in to the CRM.
  2. Click the main Menu.
  3. Go to Deals. 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.
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