Add an Event to an Opportunity

There are two ways that you can go about adding a new event to an opportunity. Each are simple and easy to do!

Option 1:

  • Click on Calendar on the top Module Bar
  • Click ""
  • This brings you to the Quick Create Event/To-Do screen.
    • Input data into the appropriate fields
    • There are multiple options within Status and Event Type
    • Click

      Option 2:

      From any existing opportunity view, You should see one of the following:

      • Click Add or + Add Event and continue as described in Option 1
      • Click Save

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