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 section, 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 drop-down list.
6. In the Employee Name field, select an employee from the drop-down 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 drop-down list.
11. Select the Closed checkbox if you want no changes to be made to the event.
12. Click Save.