Use these steps to add important events to your opportunities throughout the sales process.
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Under the CRM menu section, go to
Opportunities » Events tab.
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Click
+ Add Event.
A new event line appears.
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Enter a description for the event.
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Enter the preferred contact mode.
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In the
Contact Person No. field, select a contact person identification number from the drop-down list.
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In the
Employee Name field, select an employee from the drop-down list.
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In the
Planned Starting Date field, click the calendar icon to select a date.
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In the
Planned Ending Date field, click the calendar icon to select a date.
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If the event is a status changing event, select the
Status Changing Event checkbox.
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In the
New Event Flow field, select an event flow from the drop-down list.
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Select the
Closed checkbox if you want no changes to be made to the event.
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Click
Save.