Creating an event
- Alexis Bustamante
Events are a helpful tool for scheduling reminders for pending actions related to a contact. For example, you can use events to schedule a call with an opportunity at a specific time or set a reminder for an important action involving a customer.
Let’s learn how to create them.
Go to Contacts.
Go to Leads, Customers or Employees.
Go to View on the desired contact.
Click on Events.
If you have previously added events for this contact they will be listed here.
Click on the Add button.
Now you will see a form with some fields to be filled out.
Name: It’s just an alias for you that helps you to identify the event.
Date: The date for the event.
Time: The time for the event.
Duration: The event duration, you have some options but you can also set a custom time.
Notes: Internal notes only for you, here you can write anything that helps you in your event.
Send notification to contact: If enabled, this feature will send an email notification to the contact associated with your event as soon as the event is created.
Example of mail notification for contact
Finally click on Save and your event will be created.
Remember, you can add an event for any contact within the Edit Contact view. The initial three steps are just an example; you can access this view whenever calling an opportunity or clicking on a contact’s email anywhere in the system.
You have access to a calendar view where you can see events scheduled for a specific date. This view helps you stay informed about previously created events. To access it, follow these steps:
Click on My account on the top right of the window.
Click on My calendar.
Now you will see the events in the calendar view.
