Add an Event to an OpportunityLast Updated: June 15, 2018
There are two ways that you can go about adding a new event to an opportunity. Each are simple and easy to do!
- 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 Add or + Add Event and continue as described in Option 1
- Click Save
From any existing opportunity view, You should see one of the following: