Generate Event from Opportunity

When an Opportunity is won, or when we need to start organizing an event we need to create the Event from the Opportunity.

1. Click Create/Update Event Button

From an Opportunity, click Create/Update Event Button

1. Click Create/Update Event Button

You can open the Event by clicking its name in the related list

2. Refresh the Page to see the Event in the related list Events

3. Review Event details

The Event has been created with the same information as the opportunity

3. Review Event details

4. Review Jobs

Resource Jobs have been added to this Event in the related list Resource Jobs, depending on the products of the opportunity

You can edit the list and add Cadets for example.

4. Review Jobs