CRM - How to manage Events

[Former Member]

Hi,

Is there any event management tool to plan customer invitations that take place at specific venue or location, such as salmon fishing, conferences, exhibitions, golf tournaments, etc.

We need to centrally manage and keep track on all relevant information related to each event such as: itinercy, locations, cost/budget, organizers, participants (attend or not attend), etc.

Hope this is the right place for above question

Best regards,

Bjarni

[spencer_liang · Accepted solution]

use transaction type business activity, appointment and tasks.

Spencer

[former_member188843]

Hi,

If you want to manage staff with compaign related, you could use campaign related function which support you to manage cost and you could use activities/tasks/appointments.. for the concere steps with partner function like organizer/participants/employee responsbile...also date profile with date info.