Events funtionality in

HyperTeam CRM

www.sharepoint-florida.comCRM homepage Events

Click on the Event

icon to open the

Events function of

your CRM system

www.sharepoint-florida.com

Select an event to view its

important details

On the Event page you will find a list of all your events

Viewing your event information

www.sharepoint-florida.comEditing your events

Select the

pencil icon to

edit an event

www.sharepoint-florida.comDeleting your events

Select the trashcan

icon to delete an event

www.sharepoint-florida.comAdding a new event

Add a new event

by clicking on the

plus icon

www.sharepoint-florida.comAdding a new event

Fill in all applicable

information to

complete the process

www.sharepoint-florida.comAdding a new event

Give your event a

title and location

Select an event

category (please note

that this menu is

customizable)

a. Event Information

Assign the

event to a co-

worker or to

yourself

www.sharepoint-florida.comAdding a new event

Assign your event a

start and end time

or select “All day

event” to block out

the whole day

Understand the impact of each event by

linking them to Campaigns,

Opportunitys and Accounts

After an event, be sure to

note how satisfied you were.

This will help you remember

which events are worthwhile

and even help you improve

events for the future!

b. Event Details

Elaborate on event

details here!

www.sharepoint-florida.comAdding a new event

Add participating

co-workers by

selecting them from

the drop down

menu and clicking

on the plus icon

Select event participants

(customers, partners,

friends, vendors, etc.) from

your CRM by typing and

selecting their names. Add

these participants by clicking

on the plus icon

c. Event Participants

www.sharepoint-florida.comAdding a new event

Keep all your information in one

place by uploading the pictures

and files connected to your event

d. Event Pictures & Documents

www.sharepoint-florida.comSaving a new event or saving event changes

I. Select the save icon at the top of the event profile

II. Or select “Save” under the actions tab at the bottom of the event profile

www.sharepoint-florida.comCalendar synchronization

Events will appear in blue

Once added to the CRM, all events will automatically appear in

your CRM Calendar