CRM Add Contact(s) To An Event

Pulling contacts directly from your CRM into an event ensures that all contact data is accessible in the events the contact is associated with. This eliminates the need for manual data entry and reduces the likelihood of errors or duplication.

How to add a contact to an event

  1. Within the Contacts or Speakers module, select the contact(s) who should be added to an existing event.
    Screenshot 2024-12-06 at 12.01.28 PM
  2. At the top of your screen select '+ Add to event'.
  3. Within the pop-up modal, select the event you wish to assign the contact(s) to and click the orange add to event button.
    1. NOTE: Contacts can only be added to one event at a time.

      Screenshot 2024-12-06 at 12.03.52 PM