You can use campaigns to easily create exhibitors in an event. The process is similar to creating exhibitors from an Accounts list except you perform it from the Campaign Results screen.
- Click the Campaigns link from the Main Menu. The Campaigns screen opens.
- Select the campaign that contains the accounts you want to copy to the event.
- Right-click and select View -> Results. The Campaign Results screen opens.
- Select the accounts to add to the event. Use Ctrl+Click or Shift+Click to select multiple accounts.
- Right-click and select Add -> Add Exhibitors. The Add Exhibitors screen opens.
- Select the necessary information:
- Event - Event you want to add the accounts as exhibitors.
- 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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