Add Exhibitors

Companies that exhibit or may potentially exhibit at your event are Exhibitors. Exhibitor records are extensions of your CRM (Customer Relationship Management) records for a specific event. The Exhibitor record allow you to store all the information about a company for a specific event and booth.

Add a Single Exhibitor

You can add an exhibitor from several different areas in Enterprise. To add a single exhibitor:

• From the Accounts screen, right-click and select Add -> Events -> Add Exhibitor.
• Click the arrow next to the Exhibitors button on the Global Navigation Bar and select Add Exhibitor.
• From the Event screen or Edit Event screen, select the Exhibitors tab and click the Add button.
• If you have an event gadget configured on your dashboard, right-click and select Add -> Add Exhibitor.

On the Add Exhibitor screen, the following fields and tabs are available:

• Event - Event for the exhibitor.
• Company Account - Company for the exhibitor.
• Main Contact - Contact for the exhibitor.
• Booth Assignment - Booth assigned to the exhibitor.
• Salesperson - Salesperson responsible for the exhibitor.
• Exhibitor Status - Status for the exhibitor.
• Exhibitor Categories - Categories for the exhibitor.
• Sales Tab
  • Sales Stage - Where the exhibitor is in your sales process. 
  • Expected Revenue Amount - Revenue amount you expect when the sales is closed.
  • Expected Area - Booth area you expect to sell to the exhibitor.
  • Win Probability - Estimated percentage between 0 and 100 that represents how confident the salesperson is about the the sale closing. 
  • Expected Close - Date when the salesperson expects to the close the sale.
  • Lead Source - Source where the lead originated. 
  • Comments - Additional information about the exhibitor.
• Advanced Tab
  • Exhibitor Type - Determines if the exhibitor is a Main Exhibitor or Co-Exhibitor.
  • Points - Exhibitor points earned for the event.
• Booth Preferences Tab - Booth preferences the exhibitor chose in the Exhibitor Portal.
• Booth Proposals Tab - Potential booths proposed to the exhibitor.
• Products and Services Tab - Products and/or services the exhibitor is exhibiting. 
• Catalog Tab - Information that is included in the catalog for the exhibitor.
• Exhibitor History Tab - Booth orders from previous events.
• Exhibitor Portal Tasks Tab - View the Exhibitor Portal tasks for the exhibitor.
• Exhibitor Appointed Contractors Tab - Contractors the exhibitor is using for a certain service. 

Add Multiple Exhibitors at One Time

You can also add multiple exhibitors at one time. See Create Exhibitors From Other Events, Create Exhibitors From the Accounts Screen and Create Exhibitors From Campaigns for more information.