Add an Event

Use these steps to add important events to your opportunities throughout the sales process.

To add an event:

1. Under the CRM menu group, go to Opportunities > Events tab.
2. Click +Add Event.
   A new event line appears.
3. Enter a description for the event.
4. Enter the preferred contact mode.
5. In the Contact Person No. field, select a contact person identification number from the dropdown list.
6. In the Employee Name field, select an employee from the dropdown list.
7. In the Planned Starting Date field, click the calendar icon to select a date.
8. In the Planned Ending Date field, click the calendar icon to select a date.
9. If the event is a status changing event, select the Status Changing Event checkbox.
10. In the New Event Flow field, select an event flow from the dropdown list.
11. Select the Closed checkbox if you want no changes to be made to the event.
12. Click Save.