How To: Creating Event Logs

What is an Event?

An Event allows you to schedule and log interactions with clients, prospects, and colleagues. An Event supports multiple organizers and attendees, tracks different Event types and dispositions, and notifies you when to follow up on these Events at a future date.

How do I create an Event?

There are various methods to create an Event in the Web platform, Outlook Add-In, and/or Mobile App. The most common ways to create an Event are via the following methods:

From the Outlook Add-In
From the Activities module
From a Contact, Lead, or Opportunity record. If you create an Event from a Contact or Opportunity, it will automatically be associated with that record and the Company record to which they belong.
From the Opportunity Grid

What do the different fields in an Event record represent?

Subject - Add a subject title that clearly represents the nature of the Event.
Location - Add the physical addresses or meeting invite link of the Event.
Start and End Date/Time - Enter the Start and End Date/Time from the date modal. The End Date defaults to the same date as the Start Date.
Status - Not Started or Completed. If you create an Event for a future Start Date, the status will automatically update to "Not Started." Please update the Status at a future time when the Event has been completed.
Event Type - Select the value that most closely applies to your Event.
Comments - Add specific comments, notes, and/or conversations you want to remember about your Event.
Organizer - If you are creating the Event, you will be automatically tagged as the Event Organizer. You may also associate other colleagues as an Organizer.
Attendees - You can associate any Contacts or Personnel attending the Event.
Associations - You can associate one Event record with multiple records (Company, Contact, Personnel, Opportunities, Leads, and Projects).
Notify - You can add Personnel or Personnel groups to the “Notify” field, and a system workflow will automatically send an email with the details.
Follow Up Toggle - Turn on this toggle to create an exact clone of the current Event for the day you select.
Follow Up Date and Time - Set a future date and time for your Follow Up Event and you will receive an email reminder 24 hours before your future due date/time.
Include Comments - Check the box and include comments in the new Event.
Save and Close - Saves and closes the Event and returns you to the Activities grid.