Events functionality in HyperTeam CRM
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Transcript of Events functionality in HyperTeam CRM
![Page 1: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/1.jpg)
Events funtionality in
HyperTeam CRM
![Page 2: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/2.jpg)
www.sharepoint-florida.comCRM homepage Events
Click on the Event
icon to open the
Events function of
your CRM system
![Page 3: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/3.jpg)
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
![Page 4: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/4.jpg)
www.sharepoint-florida.comEditing your events
Select the
pencil icon to
edit an event
![Page 5: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/5.jpg)
www.sharepoint-florida.comDeleting your events
Select the trashcan
icon to delete an event
![Page 6: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/6.jpg)
www.sharepoint-florida.comAdding a new event
Add a new event
by clicking on the
plus icon
![Page 7: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/7.jpg)
www.sharepoint-florida.comAdding a new event
Fill in all applicable
information to
complete the process
![Page 8: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/8.jpg)
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
![Page 9: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/9.jpg)
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!
![Page 10: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/10.jpg)
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
![Page 11: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/11.jpg)
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
![Page 12: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/12.jpg)
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
![Page 13: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/13.jpg)
www.sharepoint-florida.comCalendar synchronization
Events will appear in blue
Once added to the CRM, all events will automatically appear in
your CRM Calendar
![Page 14: Events functionality in HyperTeam CRM](https://reader031.fdocuments.us/reader031/viewer/2022030310/58f01b651a28ab7d6c8b46a9/html5/thumbnails/14.jpg)