Creating a New Event
1. Open the Calendar tab from the navigation menu. Your existing events will be displayed.
2. Click the New Event button at the top right of the calendar view.
3. You will see the New Event creation form.
4. Fill in the event details, then click Save.
5. The New Event has been created and is now visible in the calendar.
Breakdown of a New Event Form
Calendar Details:
Assigned To - Select your Associate or any other User.
Related To - Use the icon on the left to select the type of record (e.g., customer, opportunity, or job), then link the event by typing into the search field and selecting the appropriate record.
Action - This field lets you select the type of event (e.g., Call, Email, Meeting, Send Letter/Quote, Other) from a dropdown menu.
Name - Search and select a contact or a customer.
All-Day Event - Check this box if the event spans the entire day, overriding specific start and end times.
Private - Check this box to mark the event as private. Note that it remains visible to Salesforce admins and users with "View All Data" permission.
Start Date/Time - Set the starting date (e.g., "Jul 2, 2025") and time (e.g., "10:00 PM").
End Date/Time - Set the ending date (e.g., "Jul 2, 2025") and time (e.g., "11:00 PM").
Other Information:
Location - Enter the physical or virtual location (e.g., "Office" or "Zoom Link").
Show Time As - Pick a status (e.g., Busy, Out of Office, Free) to display on the assignee’s Pavilion calendar, reflecting their availability during the event.
Description Information:
Description - Add additional details (e.g., agenda or notes).
When you’re writing in the Description box, you can hold Ctrl and press the period key (.) to add quick text.