How to Add an Event (Follow-Up)?

How to Add an Event (Follow-Up)?

Overview

The Event feature allows you to log and manage follow-ups and other important activities directly from Lead, Application, or Opportunity records. You can add events from multiple points in the system. When you add an event, details like subject, duration, and ownership are captured, and the event gets linked to the respective Lead, Application, or Opportunity. This helps you and your team stay aligned on upcoming activities and ensures that every important interaction is recorded in the system.

Plan & Permissions

Module
Permission Name
Description
Events
Calendar Pro > View Calendar Pro - Events
This permission allows you to view existing events, including their details.
Events
Calendar Pro > Add Calendar Pro - Events
This permission grants you the ability to create new events and follow-ups

Step-by-Step Instructions

Step 1: On the Add Event page, tap the event config dropdown in the header. You'll only see the event lists you have permission to access, and Follow Up will be selected by default.
Step 2: Select the relevant event config.
Step 3: Choose the Module – Lead, Application, or Opportunity.
Step 4: Based on the selected module, search for the entity:
  1. Lead – Search using name, email, or mobile number
  2. Application – First select the application form, then search using name, email, mobile number, or application number
  3. Opportunity – First select the opportunity list, then search using name, email, mobile number, or opportunity ID
Step 5: Enter the Subject of the event.
Step 6: Choose the Duration as per your preference.
Step 7: (Optional) Set a Reminder if you want to be notified before the event.
Step 8: Choose the Owner for the event. The Organiser will be autofilled.
Step 9: Ensure all mandatory fields are filled, then tap the Submit button.

Your event will now be created and visible in the Events section.


Multiple Places to Add an Event

You can add an event from several locations, depending on your workflow. Here are all the places where you can quickly log a new event:

From the Navigation Bar

  1. In the Bottom Navigation Bar, tap the + icon and select Add Event.

From the Events Section

  1. In the Bottom Navigation Bar, click on More and select Events
  2. In the main Events list, on the Header click on the + icon to Add Event.

From the Leads

  1. Lead Listing: In the Bottom Navigation Bar, click on Leads. On the Leads Page tap the three-dot icon (⋮) next to a lead tuple and select Add Event.
  2. Lead Profile: In the Bottom Navigation Bar, click on Leads. On the Leads Page tap on a Lead Tuple. Tap the + icon on the bottom right corner in the profile and select Add Event.
  3. While Updating Lead Stage: After tapping the three-dot icon (⋮) on a lead tuple or + icon in Lead Profile select Update Lead Stage, you will find an Add Follow Up Event option within the update window. 

From Applications

  1. Applications Page:  In the Bottom Navigation Bar, click on More and select Applications. On the Applications Page tap the three-dot icon (⋮) next to an application tuple and select Add Event.
  2. Applicant Profile: In the Bottom Navigation Bar, click on More and select Applications. On the Applications Page tap on an Application Tuple and in the bottom right corner of the Applicant Profile tap the + icon in the profile and select Add Event.
  3. While Changing Application Stage: After tapping the three-dot icon (⋮) on an application tuple or + icon in Applicant Profile select Change Application Stage, you will find an Add Follow Up Event option within the update window.

From Opportunities

  1. Opportunity List: In the Bottom Navigation Bar, click on More and select Opportunity List, select an Opportunity List. On the Opporunities page tap the three-dot icon (⋮) next to an opportunity tuple and select Add Event.
  2. Opportunity Profile: In the Bottom Navigation Bar, click on More and select Opportunity List, select an Opportunity List. On the Opporunities page tap on an Opporutunity Tuple and in the Opportunity Profile tap the + icon and select Add Event.
  3. While Changing Opportunity Stage: After tapping the three-dot icon (⋮) Opportunity Tuple or + icon in the Opportunity Profile select Change Stage, you will find an Add Follow Up Event option within the update window. 

From a Profile with No Existing Events

If no events are currently added to a Lead, Application, or Opportunity profile, you will see a dedicated Event button right in the Event section.

Points to Keep in Mind

  1. When you add an event from a profile, the Module and Name fields will be filled in automatically for you.
  2. When you're adding an event, some fields might be mandatory for certain event configurations and not for others. This depends on how the event is configured in the backend.
  3. After you create an event, you can find it in the Events section of that record's profile.
  4. You may hear the terms Events and Follow-ups used interchangeably. Since events were previously called follow-ups, these steps apply to both.
  5. When you are updating a stage of a Lead, Application or an Opportunity you are able to specifically add a Follow-Up Event only.

Conclusion

The event feature allows you to efficiently track and manage all your important activities across Leads, Applications, and Opportunities. By logging every detail, you can stay organized and ensure your team is aligned on all follow-ups and events.




    • Related Articles

    • How to Add, Edit & Reassign Follow-up Notes and Events?

      Overview The Follow-up Notes feature allows adding and updating follow ups, and notes for leads to keep track of interactions. This feature helps record key details such as discussions, preferences, and next steps. Notes can be added for new ...

    • How to Add Notes?

      Overview This article will guide you on how to add text notes and voice notes across different modules in the mobile app. You can add notes from multiple sections such as Leads, Lead Profile, Update Lead Stage, Application Profile, Change Application ...

    • How to Add a Dynamic Activity via Mobile Application?

      Overview Dynamic Activity unifies every lead/opportunity action into one connected timeline inside your CRM. Now, every action a student takes, either online, offline, or on external platforms, is pulled into one unified story inside your CRM. ...

    • How to Change the Stage of an Applicant via Mobile App?

      Overview The Stage Update feature allows users to update the progress status of Leads, Applications, and Opportunities directly from the mobile app. This can be done either for a single record or for multiple records in bulk. In addition to changing ...

    • Integrating LinkedIn Lead Ad with Meritto through Zapier

      Overview Zapier is a web automation app which allows you to connect apps you use every day to automate tasks and save time. Zapier integration allows you to integrate Meritto with over 500+ third-party web services available on Zapier. Zapier allows ...