Create a calendar event

Tillgängligt i alla planerSå här gör duÖppna i DealJourney
  1. 1Open Kalender from the sidebar.
  2. 2Click the slot you want, or start a new event. Skapa en ny kalenderhändelse
  3. 3Give it a title and set the time, or tick heldag.
  4. 4Add the people from the customer side under Länkade kontakter — use Lägg till kontakt and pick them from your CRM. If the person is not there yet, Skapa ny kontakt does it without leaving the event.
  5. 5Add colleagues who should attend.
  6. 6Set Privat möte if the details should not be visible to the rest of the team — see "Private meetings".
  7. 7Press Skapa.

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}} flyttad till {{day}} kl. {{time}} confirms it. Attendees and links come with it.

Deleting asks for confirmation: ”{{title}}” raderas permanent. Om den är synkroniserad med din Google- eller Outlook-kalender tas den bort där också. For a repeating event you are asked whether you mean this occurrence or the series — ”{{title}}” är en återkommande händelse – att radera den tar bort hela serien. Om den är synkroniserad med din Google- eller Outlook-kalender tas hela serien bort där också. — so read that prompt rather than clicking through it.

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

Var det här till hjälp?

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