Creating and editing events

You can create and manage events in multiple places across BoldSales to keep schedules organized and activities linked to the right records. This guide walks you through adding event details, inviting participants, associating records, and doing updates whenever information changes.

Creating an event

You can create an event from several places in BoldSales:

• From the home page: Click the + icon in the Events widget.
• From the top navigation bar: Use the global + icon and select Event from the dropdown menu.
• From the left sidebar menu: Go to Activities > Events and then click + Event.
• From a record detail page: Open the Contact, Company, or Pipeline records you want to link the event to. Go to the Events tab and click + Event.
• Using keyboard shortcut: N + E

Fill in event details

A Create Event drawer opens for you to enter the event details.

• Title: Enter a descriptive name for the event.
• Start date and End date: Specify the event duration.
• All day: Enable if the event spans the entire day.
• Reminder: Set reminders for participants in their external calendar.
• Meeting link: Add links for virtual meetings (e.g., Google Meet).
• Location: Specify the venue if it is an offline meeting.
• Participants: Add attendees by selecting from contacts and users.
• Host: Select the user who is hosting the event.
• Description: Provide details about the event.
• Associate records: Link the event to related records (e.g., contacts).

To add reminders or include an online meeting link, you must connect your calendar first. Click Connect Calendar to enable these options.

Associating an event with records

Link events to related records, ensuring all activities stay connected.

• In the Create Event drawer, click Associate records, which opens a dialog.
• From the Contacts dropdown, choose the module to associate (e.g., Contacts, Companies, etc.).
• Use the search bar to find and select the record(s) you want to associate with the event.
• Click Update Association to save your changes.

Once associated, the event will appear in the Events tab on each linked record’s detail page and on the events page.

Assigning a host

By default, the event creator is automatically set as the host.

To change the host:

• Click the Host dropdown in the event creation form.
• Select a different user from the list.

Saving the event

After entering all required details, review the fields in the form to ensure everything is correct.

To save:

• Click Create if your calendar is not connected.
• If your calendar is connected, click Create & Invite to send invitations.

Once saved, the events will appear in the following places:

• Events page: Go to Activities > Events from the left sidebar menu.
• Events widget on the home page: The event will appear in the Events widget based on your default view settings.
• Linked record’s Events tab: If the event is associated with a Contact, Company, or Pipeline records, it will show under that record’s Events tab.

Updating event details after creation

If details change after creating an event, you can update them.

• Locate the event you want to update and open its detail page.
• On the detail page, click the pencil icon at the top; this opens the Edit Event drawer.
• Make the necessary changes and click Update to save.
• Click Update if your calendar is not connected.
• If your calendar is connected, click Update & Notify to notify the participants.

Viewing the event timeline

To track the history of an event, go to the Activities tab on the event’s detail page. This tab provides details such as created by, created on, etc.

Under the Activities tab, find the Timeline section.

The timeline displays all modifications made to the event, including edits, file uploads, etc. Each entry shows the user who performed the action and the timestamp.

The Timeline section includes a Filter option that allows you to narrow down updates by:

• Count – Filters based on the number of recent updates.
• Date range – Filters the updates in the specific time period.

You can then narrow it down further by who made the changes.

Added by – Choose who made the changes:

• All – Shows updates made by all users.
• User – Manual changes made by a specific user.
• Workflow automation – System-triggered updates.
• Auto assignment automation – Automatic assignment changes.
• Click Apply to see the filtered timeline results.

Attaching files to an event

You can upload documents or supporting files related to the event to keep all information in one place.

• In the event’s detail page, click the Files tab.
• Select Click to upload to upload your file by either dragging and dropping it into the upload area or selecting it manually.
• Once uploaded, the files will appear under the Files tab.

Frequently asked questions (FAQs)

Can I associate an event with multiple records?

Yes, you can link an event to multiple records such as Contacts, Companies, and Pipeline records using the Associate records option.