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KLERQ Knowledge Base

Create an event

Before you start

Section titled “Before you start”

Read about events for what this is, how it connects to the rest of KLERQ, and the conventions worth following.

Steps

Section titled “Steps”
  1. In the left menu bar, click events.

Step 1

  1. Click new event to start.

Step 2

  1. General information — name the event and set its start and end dates.

Step 3

  1. Delegation — choose which of your specialists are attending.

Step 4

  1. Pre-selected contacts — add the client contacts you expect to meet.

Step 5

  1. Pre-selected law firms — note any other firms attending. Save to create the event.

Step 6

Section titled “Related”