1. Click “Calendar” located on the top toolbar.
  2. Click the “+” button in the top right-hand corner of your screen.
  3.  Pick from one of the following options in the drop down: “Appointment”, “Follow-Up”, “Task”, “Other” or “Unavailable”.
  4. Add event information such as title, date, recurring/all day, description, color, and if you would like to send an invite.
  5. To connect a contact to the event, click the “Connect Contact” drop down to pick a contact name to connect the event to. 
  6. To share this event with another agent, click the “Shared with” drop down to select an agent’s name.  
  7. Click “Create.”