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Scheduling Events

You can schedule an event within the specific contact/lead, or by selecting the “Events” tab on the left side of the dashboard. The Events dashboard presents a summary of all events, defaulting to a start date within the next 15 days. You can search by status, purpose, start date, and location.

To add a new event, click on the “Add New” button at the top left of the screen. Enter in the subject/title and start/end dates. The other fields are optional. You can invite contacts to your event by clicking on the blue “+” button at the bottom next to the “Invites” field.

You can delete an event by clicking on the red “X” to the right of the event within the Events grid view.

Updated on November 6, 2018

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