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Calendar

From the Event Information Window

To go to Event Information:

  1. Go to Sales & Marketing in the left side panel.
  2. Click Event & Order Management.
  3. Click Create New Event Orders.

 

To see the CRM on the Event Information:

  1. Go to the Calendar tab.

  2. On Customer History, you can choose a customer and the calendar is where you can select the day choose for the event and plan accordingly.