Create a calendar event

Tilgængelig i alle planerSådan gør duÅbn i DealJourney
  1. 1Open Kalender from the sidebar.
  2. 2Click the slot you want, or start a new event. Opret en ny kalenderbegivenhed
  3. 3Give it a title and set the time, or tick hele dagen.
  4. 4Add the people from the customer side under Tilknyttede kontakter — use Tilføj kontakt and pick them from your CRM. If the person is not there yet, Opret ny kontakt does it without leaving the event.
  5. 5Add colleagues who should attend.
  6. 6Set Privat møde if the details should not be visible to the rest of the team — see "Private meetings".
  7. 7Press Opret.

Link the contacts rather than typing names into the title. A linked contact puts the meeting on that person's record and on their company's history, which is what makes it findable later by someone who was not there. A name in the title is invisible to everything.

Moving an event is a drag to the new slot — {{title}} flyttet til {{day}} kl. {{time}} confirms it. Attendees and links come with it.

Deleting asks for confirmation: «{{title}}» slettes permanent. Hvis den er synkroniseret med din Google- eller Outlook-kalender, fjernes den også der. For a repeating event you are asked whether you mean this occurrence or the series — «{{title}}» er en tilbagevendende begivenhed – at slette den fjerner hele serien. Hvis den er synkroniseret med din Google- eller Outlook-kalender, fjernes hele serien også der. — so read that prompt rather than clicking through it.

With a mailbox connected, events you create here appear in your real calendar too.

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