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Events

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Events are used for activities like breakfast briefings, seminars, fundraising activities and trade shows.

 

There are various tasks that can be performed:

 

Create targets: Who is invited to the event?
Add participants (for internal use): Which of your employees is involved?
Add respondents: Here the results of the event are recorded. Who attended the event? Did they make purchases?
Create opportunity: This is for tracking sales opportunities that result from the event.

 

It is also possible to link these items to events:

 

projects
tasks
documents
notes
calls
meetings.

 

This makes it easy to track all related activities to the event.