Updating and Managing Existing Event Details

You can update an existing event to ensure its information remains accurate and up to date. This article explains how to edit event fields, update participants and hosts, add and modify notes, upload and manage files, and link related records to the event.

Note: For detailed steps on creating an event in BoldSales, visit Adding a New Event

Updating the event details

You can edit an existing event if any information changes after it has been created.

1. Go to the Activities > Events from the left sidebar to open the events page.
   
2. In Calendar view, click the event to open its details, or in Grid view, click the event name or select Details from the event’s more actions menu to open the Edit Event drawer.
3. Alternatively, click on the event to open its details page and click the Edit at the top to open the drawer.
4. Update fields like Title, Start date, End date, Location, Meeting link or Description.
5. Click Update to save the changes.

The following image shows the Edit Event drawer.

Updating the host

The Host field indicates the user who is responsible for handling the event. Changing the host helps you reassign responsibility for an event.
To update the host:

1. Open the Edit Event drawer.
2. In the field, click the dropdown then search and select the new host.
3. Click if your calendar is connected and if it’s not connected
   Each event can only have one host.

Updating participants

Event participants are the individuals who take part in an event. They can be updated at any time to keep the schedule accurate and up to date.
To update participants,

1. Open the Edit Event drawer.
2. In the field, search and select anyone you want to add.
3. To remove a participant, simply uncheck the box next to their name.
4. Click if your calendar is connected and if not connected.

Updating notes

Notes are used to capture updates, discussions, or important information related to an event.

To learn how to create notes, edit them, and link records or perform other actions, refer to Introduction to Notes.

Updating files

You can upload documents or supporting files to an event to keep all related information in one place.
To attach a file to an event:

1. Click on the event to open its detail page.
2. Click the Files tab.
3. Select Click to upload then browse and open the file or drag and drop it into the upload area.
4. Once uploaded, the file will appear under the Files tab of the event.

Notes:

• Maximum file size: 20 MB
• No special permission is required to upload files.

After uploading, you can download or delete them from the Files tab.

Downloading a file

You can download the uploaded file for offline access.

1. In the Files tab, locate the required file.
2. Click the more options icon next to the file.
3. Select Download.
4. The file is downloaded to your device.

Deleting a file

Use this option to permanently remove an uploaded file from the event.

1. In the Files tab, locate the required file.
2. Click the more options icon.
3. Select Delete.
4. Confirm the deletion when prompted.

Note: Deleted files cannot be recovered.

Activities

The Activities tab allows you to view the history of the event in relation to when it was created or modified as well as the users who performed those actions.
In this tab, the Timeline displays all activities in sequence to help you track the complete interaction history associated with the event record.
For more information on timeline, refer to Viewing the Event’s Timeline.

My Events

This tab shows all events you are involved in, whether you are hosting the event or participating in it. Events are displayed in a calendar view, allowing you to easily see what’s scheduled.
You can switch between Day, Week, Work Week, or Month to focus on events within a specific time period.

Linking related records to events

Linking related records to events helps you connect contacts, companies, and pipeline records that are relevant to the event.

Linking contacts to an event

Linking contacts helps you connect with the people involved in the event, such as attendees, decisionmakers, influencers, or stakeholders. This provides valuable context for preparation and follow-up.

1. Click on an event to open its details page.
2. Click on
3. The Associate Records dialog will open.
4. The Contacts module is selected by default.
5. Use the search bar to find and select the contact you want to link to the event.
6. If the contact you want to link doesn’t exist, click + Create to create a new contact from the dialog. You will need permission to create a contact to perform this action.
   For more details on creating new contacts, visit Adding New Contacts.
7. Click Update Association to save.

Linking companies to an event

Linking companies helps you associate organizations connected to the event. This improves visibility into which accounts are involved in upcoming or completed activities.

1. Click on an event to open its details page.
2. Click on
3. The Associate Records dialog will open.
4. Click the dropdown in the search bar and select Companies from the menu.
5. Use the search bar to find and select the company you want to link.
6. If the company you want to link doesn’t exist, click + Create to create a new company from the dialog. You will need permission to create a company to perform this action.
   For more details on creating new companies, visit Adding New companies.
7. Click Update Association to save.

Linking pipeline records to an event

Linking pipeline records (e.g., Deals, Renewals, Orders) helps you associate the event with ongoing sales activities for a complete view of related progress.

1. Click on an event to open its details page.
2. Click on
3. The Associate Records dialog will open.
4. Click the dropdown in the search bar and select the pipeline you want to link, from the menu.
5. Use the search bar to find and select the pipeline record you want to link.
6. If the pipeline record you want to link doesn’t exist, click + Create to create a new pipeline record from the dialog. You will need permission to create pipeline records to perform this action.
   For more details on creating a new pipeline record, visit Adding Pipeline Records
7. Click Update Association to save.

The following image shows the Associate Records dialog.

The associated event will appear in the Events tab on the contact’s details page, the Events tab on the pipeline record’s details page, and the Events tab on the linked company’s details page.