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Creating events

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

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. The event will also show up on your Workspace on the day it happens.

From the Calendar:

  • In the page menu on the left, select "New event" below the mini month 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. It'll also show up on your Workspace on the day the event happens.

From any page in the CRM:

  • Mouse over "Calendar" in the navigation bar on the left.
  • Select "New event" near the top of the menu.
  • 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. It'll also show up on your Workspace on the day the event happens.
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Keywords:
Appointments, events, schedule
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