Add an Event to the Calendar

You can add an event to the calendar by following these steps:

Calendar events are visible to all users.

  1. On the left navigation menu, click  Appointments.
  2. In the upper-right corner of the page, click Add Event.
  3. Type the Start Date of the event, or click  to select the date.
  4. Type the End Date of the event, or click  to select the date.
  5. If the event lasts all day, select the All Day Event check box. Otherwise, type the Start Time and End Time of the event, or click  to select the time.
  6. Optional: Type the Event Location.
  7. In the Event Category drop-down list, select the category the event belongs to.

    If there isn't a category that fits the event, you can Create an Event Category.

  8. To link this event to a requirement, select a requirement from the Requirement drop-down list. The requirement is automatically marked complete for prospects who attend the event.
  9. Type an Event Description.
  10. Click Save Event.

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