Creating Events

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.
  1. From the activities module.
  2. From the record details page 
To create an event from the Activities module.
  1. Login to your Bigin account.
  2. Click on the Activities module.
  3. Click + Event.
  4. In the Create Event window, do the following:
    1. Enter the Title of the event.
    2. Click +Location to add a location for the event.
    3. Click +Description, to add a short note on the event.
    4. Choose the From and To date and time of the event.


  5. To repeat the Event, do the following:
    1. Click + Repeat.
      The event can be chosen to be repeated until the specified date or for a specified number of times.
    2. Choose the frequency from every day, every week, every month and every year.
    3. If you want to repeat the event until a particular date, click until the drop-down list and specify the date.
    4. If you want to repeat the event for certain number of times, click For and enter the number of times.


  6. To add a reminder, do the following:
    1. Click +Reminder
    2. Specify when you want to be reminded along with the time.
      For example, 10 minutes before start time

  7. Select the contacts, companies, pipeline records with whom the event is related to.
  8. Choose the event host from the drop-down list.
  9. Add the participants.The participants can be Contacts or Users.
  10. 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.
  11. Click +Tag and add a tag to the event.
  12. Click Save.
  13. Click Save & New to save the event and create a new one.


To create a Event from the record details page
  1. Go to Contacts or Companies module.
  2. Select the record for whom you would like to add an Event.
  3. In the record details page, click on the Activities tab.
    A list of activities related to the record will be displayed.
  4. Click + Event.

  5. Enter the event details and click Save.
  6. 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
  1. Hover over the Event that you would like to edit and click the Edit icon.
  2. Make the necessary changes and click Save.
To edit an Event from the details page
  1. Go to the Activities module.
  2. Select the Event that you would like to edit.
  3. In the event details page, click the Edit button.
  4. Make necessary changes and click Save.

To edit the Event from Record details page
  1. Go to the Contacts or Accounts module.
  2. Select the Record whose associated Event you would like to edit.
  3. Select the Activities tab. 
  4. Hover over the Event you would like to edit and click MoreEdit.
  5. 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
  1. Go to the Activities module.
  2. Select the Event that you would like to clone.
  3. Click MoreClone.
  4. 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.
  1. From the Activities module.
  2. From the Event details page
  3. From the Record details page.
 
To delete Event from the Activities module
  1. Go to the Activities module.
  2. Hover over the Event that you want to delete, click More > Delete.

  3. If you want to delete multiple Events, select those events and click More > Delete.

  4. 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
  1. Go to the Activities module.
  2. Select the event that you would like to delete.
  3. Click More > Delete.

To delete a Event from Record details page
  1. Go to the Contacts or Companies Module.
  2. Select the Record.
  3. Click on the Activities tab.
  4. Hover over the Event that you would like to delete, click MoreDelete.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                            Zoho Marketing Automation

                              Zoho Sheet Resources

                               




                                  Zoho Forms Resources


                                    Secure your business
                                    communication with Zoho Mail


                                    Mail on the move with
                                    Zoho Mail mobile application

                                      Stay on top of your schedule
                                      at all times


                                      Carry your calendar with you
                                      Anytime, anywhere




                                            Zoho Sign Resources

                                              Sign, Paperless!

                                              Sign and send business documents on the go!

                                              Get Started Now


                                                  Zoho SalesIQ Resources



                                                      Zoho TeamInbox Resources



                                                              Zoho DataPrep Resources



                                                                Zoho DataPrep Demo

                                                                Get a personalized demo or POC

                                                                REGISTER NOW


                                                                  Design. Discuss. Deliver.

                                                                  Create visually engaging stories with Zoho Show.

                                                                  Get Started Now











                                                                                          • Related Articles

                                                                                          • Android - Associate tasks, events and more with records

                                                                                            For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only ...
                                                                                          • iPhone - Associate tasks, events and more with records

                                                                                            For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only ...
                                                                                          • iPad - Associate tasks, events and more with records

                                                                                            For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only ...
                                                                                          • Creating Tasks

                                                                                            Bigin allows you to carry out actions such as events, tasks or calls with your customers. Ideally, a salesperson has to manually keep tabs on the pending follow-ups or product demos that he has with his customers. With no actual means to remind him ...
                                                                                          • iPhone - QR Scanner

                                                                                            Bigin's QR scanner integration makes it possible to enter information about a contact or an event quickly by simply scanning the QR code printed on a business card or brochure. To add contact information 1. Open the Bigin app on your iPhone. 2. ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources