How do I add events to the CRM calendar?

The CRM calendar lets you view, edit and delete events scheduled with your contacts.

From the Dashboard, scroll to the Calendar section to see all upcoming events at a glance.

To assign events from the Agenda tab:

  1. From the Home page, click the Contacts
  2. Select the client by clicking the “i” info icon next to a contact
  3. Click the Agenda
  4. Click the plus (+) icon in the Events panel to create a new event

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