Conferences

The Conferences section allows you to manage events where your team connects with clients, prospects, and partners.

You can track:

• Annual Conferences
• Sales & Marketing Events
• Other Custom Events

Each event stores details, follow-ups, and related resources.

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Conference Categories

At the top of the page, conferences are grouped into:

• Annual Conference
• Sales & Marketing
• Other

Each category has an Add button to create a new event within that section.

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Adding a Conference

1. Navigate to Conferences from the left menu.
2. Click Add under the appropriate category.
3. Complete the required fields:

Required Fields

• State – Select the event location.
• Type – Choose the event type.
• Date Range – Select start and end dates.
• Title – Name of the conference.

Optional Fields

• Description – Event overview or objectives.
• Attachments – Upload related files (proposals, presentations, notes).

4. Click Create Conference.

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Conference Card Overview

Each conference card displays:

• Title
• Status (e.g., Live)
• State
• Date Range
• Description
• Action buttons:
  • Details
  • View Summary (PDF)

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Follow-Ups

Within each conference, you can track:

• Initial calls
• Meeting notes
• Post-event discussions
• Linked PDF notes

This helps your team keep conversations organized and actionable.

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Resources

Attach important documents such as:

• Proposals
• Contracts
• Presentations
• Summary reports

All uploaded files remain linked to the specific conference.

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Best Practice

After each conference:

• Log follow-ups immediately.
• Attach meeting notes.
• Record next steps while conversations are fresh.
• Review outcomes to measure ROI from the event.

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Why Use Conferences?

This module ensures:

• Event activity is centralized.
• Leads and follow-ups don’t get lost.
• Sales and marketing alignment improves.
• Event ROI can be tracked more effectively.

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