Creating your first event
This article will walk you through setting up a new event and also show you around the main Event Dashboard.
Select Events from the navigation menu on the left hand side of the site. This will give you an overview of all of the events that are linked to your organisation. Select Create event at the top right of the page to open the Create event template.
There are three tabs along the top of the template when creating an event : Required information, Additional information, and Financial. Although you only need to complete the Required information tab to create the event, now would be a great time to familiarise yourself with what information you can enter in Additional information and Financial. Below is a list of each field that must be completed to create the event:
Status : This dropdown list consists of the varying statuses that indicate which stage the event lead is at. Multiple statuses can be selected.
Client Account : This is a list of all of the clients that have been attached to your organisation. Once you start typing, suggestions will appear for you to select.
Client Contact : This is the name of the contact attached to the above account. If you have already selected a Client Account then this list will be auto-populated with all contacts attached to that Client Account. Alternatively, if you have not already selected a Client Account, you can search for the name of a contact and the site will auto-populate the Client Account according to what you choose from the suggestions.
Event Name : Enter in the desired name for the event you are creating.
Event Type : Here you can select the type of event to be created. You can add/remove the Event Type options by clicking the cog at the top right and then selecting General Settings > Select the Events tab > Event types. Here you can add/edit/delete event types.
Guests : You can set the estimated number of guests to attend this event. This can be amended at any time. This will be used to forecast financial information such as estimated costs and profit.
Event start date and time : Set the estimated date and time for the event to start.
Event end date and time : Set the estimated date and time for the event to finish.
Once the above fields have been completed then select Create event at the bottom of the page.
The dashboard for this event will then be visible. This page shows you all the information about the event along with a feed of any recent activity.
The tabs across the top let you quickly access the various sections within the event, such as Quotes, Invoices and Contacts. If you need to make any changes to your event, simply select the Edit button from the Event information panel on the right hand side.
Your feedback is greatly appreciated, please rate this article below!
Select Events from the navigation menu on the left hand side of the site. This will give you an overview of all of the events that are linked to your organisation. Select Create event at the top right of the page to open the Create event template.
There are three tabs along the top of the template when creating an event : Required information, Additional information, and Financial. Although you only need to complete the Required information tab to create the event, now would be a great time to familiarise yourself with what information you can enter in Additional information and Financial. Below is a list of each field that must be completed to create the event:
Status : This dropdown list consists of the varying statuses that indicate which stage the event lead is at. Multiple statuses can be selected.
Client Account : This is a list of all of the clients that have been attached to your organisation. Once you start typing, suggestions will appear for you to select.
Client Contact : This is the name of the contact attached to the above account. If you have already selected a Client Account then this list will be auto-populated with all contacts attached to that Client Account. Alternatively, if you have not already selected a Client Account, you can search for the name of a contact and the site will auto-populate the Client Account according to what you choose from the suggestions.
Event Name : Enter in the desired name for the event you are creating.
Event Type : Here you can select the type of event to be created. You can add/remove the Event Type options by clicking the cog at the top right and then selecting General Settings > Select the Events tab > Event types. Here you can add/edit/delete event types.
Guests : You can set the estimated number of guests to attend this event. This can be amended at any time. This will be used to forecast financial information such as estimated costs and profit.
Event start date and time : Set the estimated date and time for the event to start.
Event end date and time : Set the estimated date and time for the event to finish.
Once the above fields have been completed then select Create event at the bottom of the page.
The dashboard for this event will then be visible. This page shows you all the information about the event along with a feed of any recent activity.
The tabs across the top let you quickly access the various sections within the event, such as Quotes, Invoices and Contacts. If you need to make any changes to your event, simply select the Edit button from the Event information panel on the right hand side.
Your feedback is greatly appreciated, please rate this article below!
Updated on: 07/09/2020
Thank you!