How to Create a Client Event in Fullness CRM

The Client Events feature in Fullness CRM allows you to schedule meetings, calls, or important appointments directly within a client’s profile. This helps your team keep track of upcoming interactions while ensuring the right people receive event invitations.

Follow the steps below to Create a Client Event in Fullness CRM.

1. Navigate to Client Management
   • From the Fullness CRM dashboard, locate the side menu.
   • Click on the Client Management section to open the client list.
2. Open the Client Profile
   • From the client table, select and open the client profile where you want to create the event.
3. Access the Events Section
   • Inside the Client Profile page, navigate to the Events tab.
   • This tab can be found in the top menu bar within the client profile or accessed through the Quick Actions panel on the main client page.
4. Create a New Event
   • Inside the Events section, click the Plus (+) button or Create Event option to start creating a new event.
5. Set the Event Details
   • In the event creation form, enter the relevant details including:
     • Event Date
     • Event Time
     • Event Duration
     • Invited Individuals Information
6. Send the Event Invitation
   • After entering the invited individuals’ details, Fullness CRM will generate and send them an event invitation link.
7. Save the Event
   • Click the Save button to create the Client Event.

The event will now appear in the Events section of the client profile, allowing your team to track upcoming meetings and interactions with the client directly within Fullness CRM.