Adding a New Event
Events in BoldSales can be created from multiple areas across the application. This guide explains how to open events form and fill in the essential details.
Note for non-admin users: If you don’t have access to manage Events, contact your BoldSales administrator to request the required permission.
Note for administrators: For managing permissions, refer to Understanding permissions in activities module.
Adding a new event
There are multiple ways to access the event creation form:
From the activities module
- From the left sidebar, click Activities and select Events.
- Click
at the top right of the events page (Shortcut: N+E).
Using the global add icon
- Click the
icon at the top right of the page.
- From the dropdown menu, select Event.
From a record’s details page
- Open the contact, company, or pipeline record you want to associate the event with.
- Go to the Events tab and click
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).
This image illustrates the Create event drawer and the fields available for scheduling a new event.
To add reminders or include an online meeting link, you must connect your calendar first. Click Connect Calendar to enable these options.
For more details, visit: Connecting your calendar.
