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Creating an Event

Only users who have been enabled to use CRM Event Manager and granted the appropriate permissions can create events.

To create a new event:

  1. Log in to Sage CRM using an account that has Event Manager access.

  2. Click Events from the top menu.

  1. The Events screen displays a list of all existing events.

  2. Click New Event.

  1. Enter the event details and save the record.

A rich text editor is provided to create and format event details for publication through the CRM Event Manager Web Portal.

Advanced users can also edit the HTML source if required.

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