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Create or edit an event

Adding an event to the calendar is easy, here's how:

 

  1. In the back-end menu, go to Calendar.

  2. Select the date and time to add an event.



  3. Select the calendar to add the event to from the Calendar drop-down menu.



  4. Enter the event title.



  5. Enter the event location (Optional).



  6. Enter the event details and select a calendar color. (Optional)



  7. There are default reminders set. To edit your reminders, click on Reminders.



    Set a reminder and click the Done button. 



  8. To create a repeat event, click the Repeat button.



    Select from the repeat event options and click the Done button.



  9. To invite guests to the event, click the Guests button.



    Enter the guest's email(s) and click the Done button. 



  10. Click the Schedule button to schedule the event.



 
CRM forms will automatically populate the details section of the event with the lead information.

Still need a hand?

Our support team can help you find your next step.

Contact support(650) 753-2333