In the Opportunities menu, users can create Events to be added to the Calendar. These Events may be meetings, phone calls, reminders, or anything else the user would like to add to their calendar.
When an Event is created, you are prompted to select the "Type." These Types can be customized from the Configuration section. Follow the instructions in this Wiki to create and update Event types.
1. Add an Event Type
In the Opportunities menu, users can create Events to be added to the Calendar. These Events may be meetings, phone calls, reminders, or anything else the user would like to add to their calendar.
When an Event is created, you are prompted to select the "Type." These Types can be customized from the Configuration section. Follow the instructions in this Wiki to create a new Event Type that will appear in the dropdown when creating a new Event in the Opportunities menu.
Steps:
From the Configuration menu, select "Event Types" (under the heading: Opportunities).
Click the New (+) icon.
Enter a Description for the Event Type.
(Optional) Set the Default Reminder (in minutes).
Click "Save".
2. Edit or Delete an Event Type
Once Event Types have been created, you can modify or remove them in the Configuration menu.
To modify the Description or Default Reminder for an Event Type, you can click Edit from the tools icon and make the changes.
To remove an Event Type that has not been used on an Event in the Opportunities menu, you can click Delete from the tools icon and it will be removed permanently.
To remove an Event Type that has been used on an Event in the Opportunities menu, you can click Edit from the tools icon to make it Inactive and it will no longer be available to be used when creating new Events in the Opportunities menu.
Steps:
From the Configuration menu, select "Event Types" (under the heading: Opportunities).
Locate the Event type in the list.
Click the tools icon.
Click "Edit" to modify the Description or Default Reminder for the Event Type, or to make it Inactive.
Click "Delete" to remove the Event Type permanently (option grayed out if in use, inactivate instead).