Event

In CRM, an Event is a scheduled activity — such as a customer meeting, product demonstration, conference participation, or training session — that is logged against a contact, account, or opportunity record to maintain a complete record of customer engagement. Events give sales and customer success teams visibility into when meaningful interactions occurred or are planned, enabling better coordination across team members and preventing situations where a customer receives multiple uncoordinated outreach attempts. CRM-connected calendar integrations automatically create event records from calendar entries, reducing the manual burden of logging while ensuring the interaction history in the CRM remains complete and reliable.