Following Up with Event Attendees
Communicate with Event Attendees
From the Event record:
- Go to Events, and open the record.
- On the Participants tab, select the participants.
- Click the transfer selection option.
- Choose the Participants page.
- Use any tool or report to facilitate communication.
From the Event Participants List:
- Go to .
- Search for and select the participants.
- Use any tool or report to facilitate communication.
Update Attendance for Event Attendees
- Go to .
- Search for and select the participants.
- Use the Assign functionality.
Assign Milestones to Event Attendees
- Open the Event, select the participants on the Participants tab, click the transfer selection option, and choose the Participants page.
- Go to the Milestones page, and open the Milestone record.
- On the Participants tab, click Add.
- Choose the selection you made, and confirm the selection.