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Adding an Event within the Organisation Record

Last updated by Rich Orr on October 14, 2016 11:25

In this simple, step-by-step guide, we are going to show you how to add an Event, via the Organisation section.

Step 1

Click on 'Organisations' which can be found within the Contacts Section on the sidebar to the left side of the screen.


Step 2

Click on the name of the Organisation you wish to add the Event for. Now click on 'Options' and select 'Add Event

Step 3

You should now see this window:

Simply fill in the necessary fields, select which user(s) calendars you wish the event to be added to, select the event colour and click on 'Save Event' to finalise.

You have now added an Event via the Organisation Record!