Project managers capture event attendees and revenue records
Project managers capture event attendees and revenue records
Project managers lose attendee and purchase data when tickets don't hit CRM, causing missed follow-ups. This links tickets to contacts, attendance and deals so sales can follow up with full records.
Overview
Project managers lose visibility and revenue when ticketed attendees aren't recorded in the CRM. This workflow ensures every ticket creates an attendee, contact, and deal record so sales and event teams have accurate records and response times drop dramatically.
Notable Features
- Create attendee records from tickets
- Associate contacts, deals and events
- Notify sales and event owners