You can easily create any type of event straight from Teamgate calendar!

1. Choose the time for your event and click on the blank space within the calendar.

2. Choose to create an Appointment or Activity:

3. Enter all the necessary information to the pop-up window

4. Add a company/person to which the system should assign the planned action.

We recommend to use shared resources and always link your action to the deal if it’s possible.

Note: Planned events can be private! When creating an event, check the box “Private” and the event details will not be visible to any other user, only participants of the event. If you create an event for a colleague – you will be able to edit it (as an author), as well as your colleague.