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1. From CRM module, click Activities.

2. All Activities search screen will appear:

 3. To create an event, click New Event toolbar button. Event screen will appear:

4. Enter value for Subject.

5. User can change the Start and End date/time. 

6. User can select Entity, Contact, Company Location, Status, Priority, Category, Assigned To and Show Time As from their respective drop downs.

7. Click Save or Done toolbar button to save the activity.

 

 

 

 

 

 

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