How to Schedule an Event in the CRM
You can schedule an event related to your contacts within the CRM. You can edit, delete, assign tasks, and enter notes in the Event Form. Follow the steps below to schedule an event in the CRM.
- Click on the EVENTS tab on the left side of the CRM and then click on ADD NEW.
- Continue by entering the subject, owner, status, purpose, dates and description. If this is an All-day event, make sure that ALL DAY EVENT box is checked. If you wish to send out invites to specific email addresses, click on INVITES and select the email addresses you would like to send an invite to. Finally, click on SAVE AND CLOSE.