When using the Marketing Calendar, you have the option to create a new record from one of the available entity types. Simply click on the plus sign at the top right of the calendar to select which item to create.
Once you select a new record to create, a blank record will load as a new window/tab in your browser. Since it will be blank, you will need to fill in any required or other necessary details.
After the record has been filled out, you can save it and then close that window/tab and navigate back to your calendar.
| Feature Added: Version 10.2 |