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.