If you would like to create a new Event, this can be done by navigating to the main dashboard at CRM–>Events, and clicking the + button.


From here, you will be able to create a new Event by filling out the corresponding fields. Among the required fields are assigning the Event to a Contact or Company, filling in the Event’s name, due date, and description, and setting who can view the Event in the Visibility Options. Additionally, the Event can optionally be assigned to a category. When everything is set the way you desire, just click “Add” to save the Event.