You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Events

The Events page is accessible by clicking on the Events section in the main navigation bar on the top of the screen.

Events help you stay organized by keeping track of the things you should do.

You can access your events either from the Events page or from the homepage. They are also accessible from any other page that allows events; such as leads and opportunities.

Adding a new custom event

  1. Navigate to the Tasks,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button on the bottom right corner.

Adding a new event for a lead

  1. Navigate to the Leads  select a lead,

  2. scroll down to the "events" page block,

  3. click on the + Add button.

Adding a new event for an account

  1. Navigate to the Accounts  select an account,

  2. scroll down to the "events" page block,

  3. click on the + Add button.

Adding a new event for a contact

  1. Navigate to the Contacts  select a contact,

  2. scroll down to the "events" page block,

  3. click on the + Add button.

Adding a new event for an opportunity

  1. Navigate to the Opportunities  select an opportunity,

  2. scroll down to the "events" page block,

  3. click on the + Add button.

Adding a new event for a quote

  1. Navigate to the Quotes  select a quote,

  2. scroll down to the "events" page block,

  3. click on the + Add button.

Adding a new event for a contract

  1. Navigate to the Contracts  select a contract,

  2. scroll down to the "events" page block,

  3. click on the + Add button.