From the Events view there are two methods of opening an event to edit it. CompleteEmpire allows you to view and edit individual events within the grid.
Click once to select the event and click the pen icon [Edit] to open at the Details tab and edit the event within the grid or click once to select and click the small down arrow on the left of the Sessions tab.
You can use the search bar criteria to locate an event.
The view consists of a number of tabs that open in new windows to enable editing, selection and creation options.
Events Grid View
- Click [Edit] to open the Events in a tabbed view with the details tab active.
OR
- Click {Arrow icon} to open the Events in a tabbed view with the sessions tab active.
Events Sessions Tabs
- If tab not already open click the Sessions tab.
- Open the session detail view - click on the black arrow to open a detail view of the session. This lists the attendees.
Convert an Event Registrant into an opportunity, enquiry or work
- Highlight the registrant to be converted.
- Click the [Create New] button to open the drop down list.
- Select the option most appropriate. As an example here we are converting the registrant/attendee to an opportunity by selecting {Opportunity} and this action will open the New Opportunity window. Available choices will depend on your work activities assigned to you.
Example
- In this case the New Opportunity window will be pre-populated with relevant information already entered for the registrant. Add further details as required.
- Click [OK] to save.
Refer to How to Create a New Opportunity in this example.
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