How to Create an Event in the Opportunity

For your opportunity customer, you can schedule an event. It can be a meeting, negotiations, a call, a presentation on Skype, etc. In Flowlu, all events are stored on the opportunity detailed page, in the account card, and are also displayed in your calendar. Thanks to reminders, all planned events will be completed on time. A list of events will show the history of activities for the opportunity and the client.

Information about the events on the opportunity detailed page

Information about events in the account card

Create an Opportunity Event

You can create an event in the following ways:

  • in the opportunity side panel. Go to CRM → Opportunities, open the necessary opportunity and click on the Create event:
  • on the opportunity detailed page. To create a new event, click the Create button in the upper right corner:
  • in the Flowlu mobile app. Go to  CRM → Opportunities and click on the name of the opportunity you are interested in.

Expand the top menu and click on Events:

To quickly create an event, you can use the hotkeys New appointment, New email, New call, that you can find on the opportunity details page and in the account card in the Appointments tab.

Fill in the Information About the Event

After you click on the Create event button, the sidebar will open in which you can specify the following information:

  • Event Type (1)
  • Name (2)
  • Start and end date (3)
  • Location (4)
  • If necessary, invite participants (5). After the event is saved, the invited participants will receive a notification and will be able to confirm or decline to participate.
  • Set the reminder (6). You can set a reminder for a certain number of minutes, hours, days, or weeks. The reminder comes to all participants of the event in the form of push notifications in the browser and in the smartphone. The number of reminders is unlimited, for example, you can set reminders for several days, one day and one hour before the event.

When creating an event on an opportunity, you can also:  

  • select the Flowlu calendar or Google Calendar (7) if you have them synced.
  • specify the colour for the event (8)
  • select status—busy or available (9)
  • customize the privacy of the event (10)
  • add event description (11)
  • if the account is specified in the opportunity, it will automatically be linked to the event (12)
Find out more: creating an event.

To save the data, click Save or Enter.

Where to Watch the Scheduled Events on the Opportunity?

All scheduled events are displayed:

  • in the Calendar app;

On the event page, you will see which opportunity is planned:

  • in Google Calendar, if you have it synced;
  • in the opportunity sidebar:
  • In order not to miss the scheduled event on the opportunity, not only notifications will help you, but also colour indicators on the opportunity board.

A red indicator means that there are overdue events in the opportunity.

Turquoise says that the opportunity has scheduled events for today and tomorrow.

Find out more about the remaining indicators.

How to Close an Event?

To close a past event, just open it and mark it as completed.

After that, it will not be displayed in the opportunity sidebar. It will also be crossed out on the opportunity detailed page, in the account card and calendar.