Creating Events
Events are carried out at the given place and given time for your customers. You can repeat the event that you have created and also set up a reminder.
There are two ways of creating an Event.
- From the activities module.
- From the record details page
To create an event from the Activities module.
- Login to your Bigin account.
- Click on the Activities module.
- Click + Event.
- In the Create Event window, do the following:
- Enter the Title of the event.
- Click +Location to add a location for the event.
- Click +Description, to add a short note on the event.
- Choose the From and To date and time of the event.
- To repeat the Event, do the following:
- Click + Repeat.
The event can be chosen to be repeated until the specified date or for a specified number of times. - Choose the frequency from every day, every week, every month and every year.
- If you want to repeat the event until a particular date, click until the drop-down list and specify the date.
- If you want to repeat the event for certain number of times, click For and enter the number of times.
- To add a reminder, do the following:
- Click +Reminder
- Specify when you want to be reminded along with the time.
For example, 10 minutes before start time - Select the contacts, companies, pipeline records with whom the event is related to.
- Choose the event host from the drop-down list.
- Add the participants.The participants can be Contacts or Users.
- If you want to invite members who are not a part of your Bigin account, add their email in the Invite by email text box.
- Click +Tag and add a tag to the event.
- Click Save.
- Click Save & New to save the event and create a new one.
To create a Event from the record details page
- Go to Contacts or Companies module.
- Select the record for whom you would like to add an Event.
- In the record details page, click on the Activities tab.
A list of activities related to the record will be displayed. - Click + Event.
- Enter the event details and click Save.
- Click Save & New, to save the event and create a new one.
More actions
Edit a Event
You can edit the event from the Event details page, from the Event list view or from the record details page.
To edit a record from Event list view
- Hover over the Event that you would like to edit and click the Edit icon.
- Make the necessary changes and click Save.
To edit an Event from the details page
- Go to the Activities module.
- Select the Event that you would like to edit.
- In the event details page, click the Edit button.
- Make necessary changes and click Save.
To edit the Event from Record details page
- Go to the Contacts or Accounts module.
- Select the Record whose associated Event you would like to edit.
- Select the Activities tab.
- Hover over the Event you would like to edit and click More > Edit.
- Make the necessary changes and click Save.
Cloning an Event
If you are creating a Event, that is very much similar to an existing Event, you can clone them.
To clone an Event
- Go to the Activities module.
- Select the Event that you would like to clone.
- Click More > Clone.
- In the Create Event window, make changes and click Save.
Deleting Events
You can delete the Events that you have created in the following ways.
- From the Activities module.
- From the Event details page
- From the Record details page.
To delete Event from the Activities module
- Go to the Activities module.
- Hover over the Event that you want to delete, click More > Delete.
- If you want to delete multiple Events, select those events and click More > Delete.
- The deleted Events will be moved to the Recycle Bin. You can restore them or completely delete them from Bigin.
To delete a Event from Event details page
- Go to the Activities module.
- Select the event that you would like to delete.
- Click More > Delete.
To delete a Event from Record details page
- Go to the Contacts or Companies Module.
- Select the Record.
- Click on the Activities tab.
- Hover over the Event that you would like to delete, click More > Delete.
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