CRM Events Help - Salesboom.com

What is an Event?

An event is an appointment that is scheduled for a specific day, time and length. For example, use an event to schedule a 1 hour meeting for next Monday at 1:00 PM or to remind you of your dentist appointment at 10:00 AM next Wednesday. You can schedule an event weeks or months in advance.

Viewing Events
There are two methods for viewing your scheduled events:
My Agenda

Click the Home button located at the top of the page.
Events you have scheduled are listed under the My Agenda section.
Use the Current Events drop down box to view events scheduled for the next 7, 14, 30 or 365 days.
Click the data or title of any listed event to view the event in detail.

Calendar Sidebar Panel

Select any day of the month listed on the sidebar Calendar. This will display a detailed view of scheduled events for that day.
You can also click the Today , This Week or This Month icons located at the bottom of the calendar to view events scheduled for the current day, week or month.

See Also: Calendar

Creating Events

Creating a New Event

Navigate to the New Event page using one of the following methods:
1. My Agenda
  - Click the Home button located at the top of the page.
  - Click the Add Event button located next to the My Agenda section. This takes you to the New Event page.
2. Calendar Sidebar Panel
  - Choose a month on the calendar by using the icons located at the top of the calendar.
  - Now click a day of the month on which you would like to add an event. This will take you to the Day View page detailing scheduled events for every hour of the day you selected.
  - Click any time of day listed to schedule an event for that time. This will take you to the New Event page.
You should now be on the New Event page. If you are not, please follow one of the two methods listed above.
Fill in your event information using the Event Details, Invite Others and Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
Save your new event by clicking the Save Event button.

Inviting others to your event When creating an event you have the option of inviting other users. A list of all users within your company is listed in the Invite Others section of the New Event page. Use the

buttons to add and remove users from your invitation list. All users who are invited to your event will automatically have the event added to their calendar. You can also 'copy' other users for the event. Copied users will have the event added to their calendar, but they will not be expected to attend. To add and remove copied users, use the

buttons located to the left of the Copied Users list.

Sending Notification When creating a new event, you can send notification to the invitees to inform them that they have been invited to your event. Users you have 'Copied' for the event may also be notified. Upon receiving notification, the user can then check their calendar to view the event details. Follow these steps to send event notification:

When creating a new event, invite and copy users to your event using the buttons as usual.
To send notification to invited users, type your notification message in the Notification Message text box.
Notification will be sent to the selected users when you click the Save Event button. If the Notification Message text box is empty, no message will be sent.

Editing and Deleting Events First, use one of the two following methods to view the event you want to delete:

Method 1

Select the event you want to delete from the list shown in the My Agenda section of the Home page.
If the event is not shown, select a different viewing option from the Current Events drop down box. These options allow you to view events scheduled up to 365 days from the current date.

Method 2

Use the sidebar Calendar to navigate to the day on which the event you want delete is scheduled.
Click the day of the month on which the event is scheduled. This will take you to the Day View page detailing all events scheduled for that day.
Click the event you want to delete. This will take you to the Event page.

You can now edit or delete the event as described below.

Delete the Event

To delete the event, click the Delete button located either at the top or bottom of the event details.
You will be prompted to confirm that you want the event deleted. Click OK to delete the event. Click Cancel if you do not want to delete the event.
If other users were invited to this event, it will also be removed from their calendars.

Edit the Event

To edit the event, click the Edit button located either at the top or bottom of the event details.
This will take you to the Edit Event page.
Make your changes to the event.
Click the Save Event button to save your changes. Click Cancel if you do not want to save any changes.
If other users were invited to this event, it will also be updated in their calendars.