EVENTS: Getting Started
VIDEO: Create an Event
What is an Event?
Events are essentially preset scheduled reminders.
You can add Events to Companies or Contacts, and you will be notified when a scheduled Event comes around.
This might be a lunch meeting with a Lead, a presentation for a Company’s board of directors, a follow-up phone call with a Lead, etc. If it is a specific related to a Company or Contact that needs to occur at a certain time/date, it can be created as an Event.