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 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 1 found this helpful.
Be the first to comment