By creating Events in the Customer Relationship Manager (CRM), your team can record notes about every interaction with a Contact. This ensures that important details are never lost and that anyone on your staff can quickly see a complete history of past activities, as well as any upcoming tasks or follow-ups. Using Events in this way helps maintain continuity, improves communication, and supports stronger Customer relationships.



Table of Contents



Adding Events


Navigate to the Sales Module / CRM / Contacts.


1. Click on the arrow to expand the details on the desired Contact.
Note:  You can also create an Event by clicking the Calendar icon next to the Contact’s name. This option is always available, whether the Contact details are expanded or collapsed.
2. Click Add Event.


3. Select the Event from the dropdown.

4. Click on the Event Date field to select the date and time.

5. Add any necessary Event Notes.

6. Click Create Event or Mark Complete to save and close the popup window.
Note: Event Notes cannot be edited once they are created; however, you can add additional Notes at any time.


Reviewing Events


a. Selecting Events will show a full list of Events for all Contacts.
b. Click Active Events within Contact Details to view upcoming Events for all Contacts.
c. Click Event History to view past Events for all Contacts.



d. Within Events, you have the option to filter by Sales Person.


Note: Once created, Events cannot be edited. You can keep your records accurate by adding Notes if changes are needed. Simply add a Note to explain the correction, mark the original Event as Complete, and then create a new Event with the correct details.




Adding Contacts in CRM