You can use the Accounts page to quickly add potential exhibitors to an upcoming event.
- Click the Accounts link from the Main Menu. The Accounts screen opens.
- Enter the search criteria and click Search to retrieve the desired accounts.
- Select the accounts to add as exhibitors to the event. Use Ctrl+Click or Shift+Click to select multiple accounts.
- Right-click on one of the selected accounts, go to Add, then select the Add Exhibitors option. The Add Exhibitors window opens.
- Use the Event drop-down to select the event to add the accounts as exhibitors.
- Update the Advanced options, if applicable. Note that these options are not required to add accounts as exhibitors to an event.
- New Exhibitor Status - Status for the new exhibitors
- New Exhibitor Categories - Categories to assign to the new exhibitors
- Salesperson - Salesperson for the new exhibitors
- Sales Stage - Sales stage for the new exhibitors
- Win Probability - Win probability to assign to the new exhibitors.
- Points - Points earned for this event.
- Copy Catalog Information From Account - If checked, account information is copied into the exhibitor catalog fields (Address, City, State, Postal Code, Phone, Fax, Email, Website, Banner Name).
- Copy Account Products and Services - If checked, the products and services for the account are copied to the exhibitor products. You can only copy these when products are already set up on the current event.
- Allow Duplicate Exhibitors - If checked, the same account can have multiple exhibitors.
- Click OK.
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