This page allows for the creation of new and editing of existing Events related to an account, contact, or lead.
Topic
Enter the name of the calendar event.
Owner
Enter the owner's name of the event.
Status
From the drop-down list, select the current status of the event, such as Planned, Held, or Not held.
Type
Enter the type of the calendar event such as Call, Meeting, etc.
Refer to type
From the drop-down list choose the category the To-Do item is related to: Account, Lead or Contact.
Refer to name
From the drop-down list choose the name of the related account, lead or contact. The options available in the drop-down list depend on the value selected in the Refer to type drop-down list.
Duration
Enter the duration of the event using HH:MM format.
Start Date Time
Enter the start date for the event.
Reminder Time
Enter the reminder time for the event in minutes.
Description
Enter a brief description of the task.