FAQs in this section
How do I create an Event?
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?
What steps should I follow to set up duplicate prevention for Events?
Why do I get an error message when setting up a new meeting in Events?
How do I create an Event from a Deal?
Table of Contents
Follow these steps to create an event from another record in the CRM:
- Click the Main menu.
- Go to Sales.
- Click Deals.
- Select a record.
- Click the Events widget.
- Click the ‘+’ button to add a new 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
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