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Creating events

Events can be used to track appointments and meetings on your calendar. Learn more about events here.

From any page in the CRM:

  • Mouse over "Add" in the navigation bar and select “Event.”
  • Enter the event name and date. If necessary fill in other relevant details like location or description, and link the event to a contact.
  • Once saved, the event will appear on your Calendar and on a linked contact.

From a contact or company:

  • Mouse over "Attach an item" in the upper right.
  • In the dropdown that appears, select "Event."
  • Enter the event name, date, and fill in any relevant details like location or description.
  • Once saved, the event will appear at the top of the linked record in addition to appearing  on your Calendar.

From the Calendar:

  • Click on the desired date in the main Calendar view.
  • Enter the event name and date. If necessary fill in other relevant details like location or description, and link the event to a contact.
  • Once saved, the event will appear on your Calendar and on a linked contact.
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Keywords:
Appointments, events, schedule
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