Add an Event

As your company's relationship with a customer progress, you can log your activities with them in the Events tab of the Contact Companies workspace. For example, you want to record a discovery call, including who took the call for your company and who they reached out to.

To add an event:

1. Under the CRM menu group, go to Contact Companies > Events tab.
2. Use the search filter and/or the Search field to select a contact company.
3. Click +Add Event.
   A new event line appears.
4. Enter a description.
5. In the Contact Mode field, select the preferred way to connect with the customer from the dropdown list.
6. In the Contact Person field, select a contact person from the dropdown list.
7. In the Employee field, select an employee from the dropdown list.
8. In the Planned Starting Date field, click the calendar icon to specify the target start date.
9. In the Planned Ending Date field, click the calendar icon to specify the target end date.
10. Click Save.