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Quickstart Guide for Event Managers

Event managers, start here!

7 articles

Webinars

Learn about EventGeek in one of our upcoming webinars.

4 articles

Org Settings

Set up your Org for streamlined collaboration.

5 articles

Team Settings

Set up your Team Settings for streamlined collaboration.

9 articles

Event Staff

Add and manage Event Staff with Tasks and reporting.

4 articles

Single Sign-On (SSO)

How to setup SSO with your IT team using Okta or another SAML provider

6 articles

Permissions

Learn how to manage access Permissions for your team and company

5 articles

Event Lists

Customize and share your Event Lists with your team.

7 articles

Event Briefs

Customize and share your Event Briefs with your team.

2 articles

Event Requests

Create and share Event Request Forms to receive and respond to suggested Events.

3 articles

Lead Capture

Capture leads from events and sync to your CRM

3 articles

Event Info & Notes

5 articles

Inbox

How to capture notes, leads, meetings and more through email forwarding

6 articles

Checklists

How to use tasks and assignments and keep everyone on track

16 articles

Budgets

Planned vs. Actual, Invoices, Reporting

6 articles

Attachments

Upload and 3rd Party Integrations

2 articles

Shipments

Realtime Tracking Alerts

1 article

Schedules

Daily Timeline with Travel and Meetings

4 articles

Travel

Group Planning, Schedules & Expenses

4 articles

Meetings

Briefings, Notes and Salesforce Sync

3 articles

Contacts

Leads, Customers, Vendors and more

3 articles

Templates

Create Events and Checklists from Templates using past Events or by category.

4 articles

ROI

Leads, Meetings, Goals & Surveys

5 articles

Salesforce CRM Integration

Sync Leads, Meetings and more with Campaigns

7 articles

Calendar Integration

Integrate with Outlook, Google and more.

3 articles

Account Settings

Update account info, reset your password, manage emails and set your homepage.

5 articles

Contact us

We're here to help!

2 articles