Events Management Platforms



CRM Desktop (Mac)

CRM Desktop (Windows)

iPad iPhone

Adding QR Codes to Event Print Templates

Attaching Files to Event Materials and Expense Headers in Lightning for Events Management

Attendee Management

Approved Email for Events Management

Associating an Account with an Event
Attendee Record Type Mapping

Audit History of the Event
Bulk-Add Attendees

Capturing Photos from an Event

Child Accounts in Events Management

SAP Concur Integration with Events Management Expenses

Creates Events and Event Series

Creating New Accounts from Walk-in Attendees

Defining Speaker Caps for the Next Year

Delegate Approvers

Designating Speaker Caps by Product

Digital Sign-in Sheet

Display Status and Owner on the Events List
Dynamic Page layout

Enhanced Search for Venue

Entering Event Team Members

Event Attendance Rules

Event Layout Rules Caching

Event Lifecycle Flow
Event Material Management

Event Rule Overrides
Expense Estimate Creation Rules

Event Sessions
Event Tasks

Event Team Members

Event Templates

Expense Splitting
Exact Speaker Search

Generating Print Sign-in Sheets

Integrating Events Management with Veeva Vault

Lightning for Events Management

Limiting Outside Territory Searches

Manage Budget Hierarchy and Allocation

Manage Event Topics

Managing Related Lists in Lightning for Events Management

Mass Update Attendees

Next Steps Section

OpenData Integration for Attendee Reconciliation

Signing into an Event using a QR Code

Print Invitations
Print Sign In Sheets

Reconciling Attendees

Resetting Speaker Year-to-Date Caps

Searching for Child Account Attendees Outside a User’s Territory

Select Budgets and Create Expenses for an Event

Selecting Attendees in Hierarchies

Sending Approved Emails to Out of Territory Accounts

Sending Automated Approved Emails for Events Management

Using Attendee Self-Registration with Events

Sending Local Events Management Content via Approved Email

Sign In Management
Signature Capture

Speaker Contract Generation

Speaker Management

Speaker Pool Status Training

Speaker Selection for an Event

Surveys in Events Management

Walk-In Attendees

Displaying Walk-in Fields by Attendee Type

Using Notes in Lightning Experience