Exhibition Defaults can be created to automatically populate the new exhibitor fields when they are being added by a user or through the Exhibitor Portal. You can create multiple exhibition defaults, and then select which default should be used for a specific event. The default information includes Exhibitor Category, Exhibitor Status, Sales Stage, Win Probability, Salesperson, Lead Source, Exhibitor Price Class and Booth Status.
In this article:
- Add an Exhibition Default
- Assign Exhibition Defaults
- Change an Exhibition Default
- Inactivate an Exhibition Default
- Delete an Exhibition Default
Add an Exhibition Default
- Navigate to the Exhibition Defaults page and click Add. The Add Exhibition Default window opens.
- Enter the necessary information:
- Description: Name for the exhibition default.
- Exhibitor Category: Category for the exhibitor.
- Exhibitor Status: Status for the exhibitor.
- Sales Stage: Where the exhibitor is in your sales process.
- Win Probability: Estimated percentage between 0 and 100 which represents how confident the salesperson is about the the sale closing.
- Salesperson: Salesperson responsible for the exhibitor.
- Lead Source: Source where the lead originated.
- Exhibitor Price Class: Price class for the exhibitor which controls the price list to use.
- Booth Status: Status of the Booth. This can be set to automatically change, based on certain criteria.
- Click OK.
Assign Exhibition Defaults
When a new exhibitor is added to an event, Momentus Enterprise uses the exhibitor default to populate the exhibitor with the fields for Exhibitor Category, Exhibitor Status, Sales Stage, Win Probability, Salesperson, Lead Source, Exhibitor Price Class and Booth Status. If the event does not have an exhibitor default selected, then the system uses the exhibitor default set for the organization. If no exhibitor default is selected for the organization, then the system uses the defaults configured in organization parameter EM 270 (Default Exhibitor Status) and EM 271 (Default Exhibitor Stage).
Event Exhibition Default
You can assign which exhibition default to use for a specific event.
- Navigate to the Events page and select the event to assign the exhibition default.
- Right-click and select Edit. The Edit Event window opens.
- On the Exhibition Defaults drop-down, select the default you need. You may need to add this field to your screen layout.
- Click OK.
Organization Exhibition Default
If your exhibition defaults are the same regardless of what type of event it is, you can assign the exhibition default on an organization level.
- Navigate to the Event Management Configuration page and select the Exhibition tab.
- Expand the Exhibitor Settings section.
- On the Exhibition Defaults drop-down, select the default you need.
- Click OK.
Change an Exhibition Default
You can change the information for the exhibition default after you have created it. When you change the information for an exhibition default, it uses the new value the next time a new exhibitor is added; it does not update existing exhibitor information.
- Navigate to the Exhibition Defaults page and select the exhibition default to edit.
- Right-click and select Edit. The Edit Exhibition Defaults window opens.
- Make the desired change.
- Click OK.
Inactivate an Exhibition Default
If you no longer use an exhibition default but want to keep record of it for reporting or other purposes, you can make it inactive. When you make an exhibition default inactive, it is no longer available for selection in the Exhibition Default drop-down.
- Navigate to the Exhibition Defaults page and select the exhibition default to make inactive.
- Right-click and select Edit. The Edit Exhibition Default window opens.
- Deselect the Active check box.
- Click OK.
Delete an Exhibition Default
If you no longer use an exhibition default and don't want to keep a record of it, you can delete it. You cannot undo the delete process.
- Navigate to the Exhibition Defaults page and select the exhibition default to delete.
- Select Mark for Delete.
- Click Save.
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