Create a new calendar event
Use the Pavilion Calendar to schedule events, meetings, reminders, or deadlines.
Open the Calendar tab.
Click New Event in the top-right corner of the calendar.
Complete the event details.
Click Save.
The event will appear on the calendar.
Complete the event form
When creating a new event, complete the fields that apply to the event.
Assigned To: Select the associate or user assigned to the event.
Related To: Link the event to a related record, such as a customer, opportunity, job, or sale.
Action: Select the type of event, such as Call, Email, Meeting, Send Letter/Quote, or Other.
Name: Search for and select a contact or customer.
All-Day Event: Select this checkbox if the event lasts the full day instead of a specific time range.
Private: Select this checkbox if the event should be marked as private. Private events may still be visible to Salesforce administrators and users with elevated permissions.
Start Date/Time: Enter the date and time the event begins.
End Date/Time: Enter the date and time the event ends.
Location: Enter the physical or virtual location, such as a store, office, or meeting link.
Show Time As: Select how the event should appear on the assigned user’s calendar, such as Busy, Out of Office, or Free.
Description: Add any additional notes, agenda items, or event details.