FAQs in this section
How do I invite users to an event? How do I set up reminders for my events? How do I create an Event? How do I delete an Event? How do I use onsite events? How do I create a Google Meet event type? How do I create a recurring event? How do I create custom event types in the CRM? How do I merge Events? How to send an invite for an event? What are onsite events? What are recurring events? What are the default event types available in Vtiger CRM? What is an Event?
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.
- Save to save the event record
- Save and Continue to save the event record and go to its Deep Dive View
Was this FAQ helpful?
0 out of 0 found this helpful.
Be the first to comment