You can do so much more than the typical floor plan functionality from the Exhibition Floor Plan. For example, you can invoice an exhibitor, process a payment, add a new exhibitor, reset a contact’s password for the Exhibitor Portal, and so much more.
To do any of this, you need to use the Exhibitor screen. This screen gives you access to almost everything you need to do with an exhibitor.
To access the Exhibitors screen from the Floor Plan:
- Click Exhibitor List from the selection pane on the left of the floor plan. Th Exhibitors screen opens.
- Select the exhibitor you want to view.
- Right-click and select Edit. The Edit Exhibitor window opens.
If you are in Sales, select the Booth Preferences tab to view the booth preferences the exhibitor chose in the Exhibitor Portal. You can use this information to locate a booth on the floor plan that meets the request.
You can also use the other tabs and actions on the screen to complete other tasks just like you would in the software. For example, you can invoice orders using the Service Orders tab or copy the exhibitor by selecting Tools -> Copy Exhibitors.
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