Events functionality in HyperTeam CRM
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This document provides instructions for using the events functionality in HyperTeam CRM. It describes how to perform common event tasks like creating, editing, and deleting events. Key steps include clicking the events icon to access the events page, selecting an event to view its details, and clicking icons like the pencil or plus to edit or add new events. It also outlines the various fields needed to add a new event, such as title, date/time, participants, and files. Events added in the CRM will automatically appear on the CRM calendar.
Events functionality in HyperTeam CRM
- 2. www.sharepoint-florida.comCRM homepage ? Events Click on the Event icon to open the Events function of your CRM system
- 3. www.sharepoint-florida.com Select an event to view its important details On the Event page you will find a list of all your events Viewing your event information
- 4. www.sharepoint-florida.comEditing your events Select the pencil icon to edit an event
- 5. www.sharepoint-florida.comDeleting your events Select the trashcan icon to delete an event
- 6. www.sharepoint-florida.comAdding a new event Add a new event by clicking on the plus icon
- 7. www.sharepoint-florida.comAdding a new event Fill in all applicable information to complete the process
- 8. www.sharepoint-florida.comAdding a new event Give your event a title and location Select an event category (please note that this menu is customizable) a. Event Information Assign the event to a co- worker or to yourself
- 9. www.sharepoint-florida.comAdding a new event Assign your event a start and end time or select ¡°All day event¡± to block out the whole day Understand the impact of each event by linking them to Campaigns, Opportunitys and Accounts After an event, be sure to note how satisfied you were. This will help you remember which events are worthwhile and even help you improve events for the future! b. Event Details Elaborate on event details here!
- 10. www.sharepoint-florida.comAdding a new event Add participating co-workers by selecting them from the drop down menu and clicking on the plus icon Select event participants (customers, partners, friends, vendors, etc.) from your CRM by typing and selecting their names. Add these participants by clicking on the plus icon c. Event Participants
- 11. www.sharepoint-florida.comAdding a new event Keep all your information in one place by uploading the pictures and files connected to your event d. Event Pictures & Documents
- 12. www.sharepoint-florida.comSaving a new event or saving event changes I. Select the save icon at the top of the event profile II. Or select ¡°Save¡± under the actions tab at the bottom of the event profile
- 13. www.sharepoint-florida.comCalendar synchronization Events will appear in blue Once added to the CRM, all events will automatically appear in your CRM Calendar