Managing Events and Attendees ⁄ Delegates with SuiteCRM скачать в хорошем качестве

Managing Events and Attendees ⁄ Delegates with SuiteCRM

Organizing events in SuiteCRM? In this video, we’ll show you how to manage events efficiently — from creating event records to tracking attendees and delegates. Learn how to connect events with Contacts, Accounts, and Leads to maintain a complete 360° view of your event participation. 📌 What you’ll learn: 1️⃣ How to create and manage Event records in SuiteCRM 2️⃣ Linking Contacts, Leads, and Accounts as Attendees or Delegates 3️⃣ Using relationships and subpanels for better event organization 4️⃣ Tips for reporting and follow-ups after the event 🎬 Video Content: 0:36 Events Overview & Create an Event 1:23 Email invite Template & Landing Pages 2:57 Adding delegates / participants Whether you’re planning webinars, conferences, or customer meetups — SuiteCRM helps you keep every detail organized and connected! 💡 Don’t forget to like, comment, and subscribe for more SuiteCRM tutorials! #SuiteCRM #EventManagement #CRM #SuiteCRMTutorial #BusinessTools #CustomerManagement 🇩🇪 German version:    • Verwaltung von Veranstaltungen und Teilneh...   ----------------- 👉More Info and Contact: Check out my website: https://bastianhammer.de/en For SuiteCRM tutorials and workshops: https://Suite.Academy Contact me for individual help and consulting LinkedIn: https://www.linkedin.com/in/bastian-h... My SuiteCRM content and consulting are not affiliated with SuiteCRM Ltd. My projects around SuiteCRM were started independently.