Add new event to calendar

You can add new events in the Calendar section.

Add a new event using the quick form

Click on any day in the calendar to open the quick event form.

Specify the event name, date and time. You can also add a reminder and select the event location.

You can add a custom list of locations. When selecting one, the event planner shows the availability of locations. Read more in the article Reserve meeting rooms.

Add attendees to the event. Use the planner to view the availability of participants and select the most convenient date and time.

Enable the Notify of decisions option to get notifications about your colleagues' reactions.

Add a new event using the complete form

Use the complete form when you need to add more event details.

Click the Add button.

Specify date and time. Enable All day option if the event is going to take all day. If the event is going to take place in a different time zone, select one in the list.

If you want this event to be regular, specify the time interval in the Repeat section.

Additional settings

Click More to see additional settings.

Add the event description and select the event color.

You can also select CRM elements to be connected to the event.

For example, you want to schedule a meeting and discuss a specific deal. In this case, you can connect the event to this deal and view this deal in one click.

View your schedule

Click Schedule to view your planned events.

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