This document provides instructions for using the events functionality in HyperTeam CRM. It describes how to perform common event tasks like creating, editing, and deleting events. Key steps include clicking the events icon to access the events page, selecting an event to view its details, and clicking icons like the pencil or plus to edit or add new events. It also outlines the various fields needed to add a new event, such as title, date/time, participants, and files. Events added in the CRM will automatically appear on the CRM calendar.

1. Events funtionality in
HyperTeam CRM

2. www.sharepoint-florida.comCRM homepage  Events
Click on the Event
icon to open the
Events function of
your CRM system

3. 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

4. www.sharepoint-florida.comEditing your events
Select the
pencil icon to
edit an event

5. www.sharepoint-florida.comDeleting your events
Select the trashcan
icon to delete an event

6. www.sharepoint-florida.comAdding a new event
Add a new event
by clicking on the
plus icon

7. www.sharepoint-florida.comAdding a new event
Fill in all applicable
information to
complete the process

8. 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

9. 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!

10. 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

11. 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

12. 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

13. www.sharepoint-florida.comCalendar synchronization
Events will appear in blue
Once added to the CRM, all events will automatically appear in
your CRM Calendar