How do I create an event in Calendar?

How do I create an event in Calendar?

  1. Click the Create link in the calendar.
    You can also click on the date or time slot in the calendar and create events.




  2. Specify the Title of the event and Location.
  3. Select the All Day check box if you want to mark it as an all day event.
  4. Select the From and To date and time.
    For an all day event, the option to set time is not available.
  5. From the Host drop-down list, choose the name of a user who will host the event.
    The users listed in the Host drop-down will be based on your role hierarchy. The event will be created in the calendar of the user who is hosting the event.
  6. Select Leads, Clients, or Other modules to specify what the event is related to.
  7. Click the Change link, if you want to schedule the event to repeat on a daily, weekly, monthly or yearly basis.
    By default the Repeat option is None.
  8. Click the Add link, if you want to invite participants to the event. You can select contacts, leads, user, and users from roles, groups, territories, etc.
    By default the Participants option is None. You can also specify the email address of contacts that are not in your CRM account and invite them to the event.
  9. Set a Reminder for the event.
    By default, when you create an event, the reminder settings will be set based on the calendar preferences of the user who is hosting the event. However, you can change that, if required.
  10. Click Add more fields if you need other fields to be populated to add more details about the event.
  11. Click Save.

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