The use of event templates is recommended to simplify the planning of new events, save time and standardise procedures.
- Go to the
Home tab in the function bar and click on the dropdown triangle next to 
Events, and select 
New from template and, if applicable, the companyM.
Alternatively, you can create a new event from a customer account. The data from the customer account is used to prefill the organiser details.
In the account, click on the dropdown triangle next to
New, then select Event > 
Contact person > 
CompanyM (if applicable) and a suitable 
Template. - A list of available event templates will open. Filter by type, name and description to find a suitable template.
- Double-click the template you want.
Check out our YouTube Tutorial on Event templates for more details. (German only)
