Check out this short video on how to configure and log an Event in Scratchpad:

Creating an Event

  • Press Command+J (Mac) or Control+J (PC) or navigate to the Search bar in the top right corner of Scratchpad and click. Learn more about Scratchpad Command.

  • Select Create New Event

  • To configure additional Fields and Related lists, click the gear icon in the top right corner. Select the Fields or lists that you need (e.g. adding an "all day event" option to the form).

  • Fill in required details and click Create Event in the bottom right corner of the window.

Managing Events

  • Navigate to Pipeline. If you don't already see an Events tab click + and check the Events in the drop down menu.**

  • From your Events tab, click Fields and Filter to configure your view appropriately. This is a one time configuration and will hold for future events.

** Note: The Event object is not standard on the Free account. If you have an account and do not already have access to the event object, please reach out to [email protected]

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