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Create event BEO and attach to CRM box

Create event BEO and attach to CRM box

Your event CRM stage changes without a BEO, so crews miss guest counts and alcohol details. You get a standardized BEO linked to the CRM box for use the same day.

Create event BEO and attach to CRM box

Overview

When a box moves stages in your CRM, field crews often start without a consolidated event order, increasing setup risk and confusion. This flow generates a templated BEO, shares a viewer link, and pins it to the CRM box so operations coordinators and crews have the correct order the same day.

Create event BEO and attach to CRM box