How do I create an Event from a Deal?

Follow these steps to create an event from another record in the CRM:

1. Click the Main menu.
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.