Answer
Requirements: Email & Calendar Connected.
If you would like to connect your email and calendar, please click here and click on your email provider's logo.
There are two places you can create events
Calendar Page
Prospects Page
Calendar Page
Click on Add Event
Fill out and submit the form.
Pro Tip: If you connect your email and calendar, you will see all your events scheduled outside of ROOFLINK, and you will see your RL event in your email calendar. If you want to connect email and calendar, go to your profile page > Click on Connect Email And Calendar > Click on your email provider and follow the steps.
Prospects Page
Go to your Prospects page
Click on the Event Tab
Click on Add Event
Fill out and submit the form
Pro Tip: If you add your customer's email beforehand, your customer will receive an email invitation for your event.
To add your customer's email, click on the Overview tab > Click on the pencil icon next to Customer info > Complete and submit the form with your customer's information.