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:
Can't find what you're looking for?