The Sidely app allows you to create events quickly and intuitively. Multiple methods are available depending on your needs, whether from the Planning page or directly from a company profile.
Method 1: From the Planning Page
Access the Floating Menu
On the Planning page, a floating menu is visible at the bottom of the screen.
Click on the large blue "+" button.
Select "Events"
A list of options will appear. Select "Events" to access the creation form.
Fill in the Event Information
Mandatory Fields
Event name.
Date and time.
Associated company or contact (if applicable).
Optional Fields
Description, duration, and any other relevant details.
Add a Commercial Action (if applicable)
If this event is linked to a visit or a commercial action, associate it with a specific form or task during creation.
Save the Event
Click "Save" to validate the creation.
Method 2: From a Company Profile
Access the Company Profile
Open the Companies page, then select the relevant company.
Use the Blue "+" Button
In the company profile, locate the "Events" category.
Click on the blue "+" button to open the creation form.
Complete the Necessary Information
Follow the same steps as in the first method to complete the mandatory and optional fields.
Save the Event
Once the details are filled in, click "Save" to finalize the event.
Best Practices for Creating Events
Always associate an event with a company or contact: This helps with tracking and organizing commercial actions.
Fill in optional fields if relevant: A detailed description can help structure your activities better.
Verify the consistency of dates and times: Ensure the event does not overlap with other important activities.
FAQ
1. Can I edit an event after it has been created?
Yes, you can access the event from the Planning page or the company profile to update its information.
2. What if I don’t see the "Create an Event" option?
Ensure you have the necessary permissions. If not, contact your account administrator.
3. Can I create an event without associating it with a company or contact?
Yes, but it is recommended to associate the event with a company or contact for better tracking.
4. Can I add a form to an event after it has been created?
No, the form must be associated during the creation of the event.
5. Are created events synchronized with the calendar?
Yes, all created events are automatically added to your calendar.
Keywords
Sidely Event Creation
Sidely Event Management
Company Event Association Sidely
Sidely Planning
Linked Forms Sidely Events