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Quick answers to frequently asked questions
Set up your Org for streamlined collaboration.
Set up your Team Settings for streamlined collaboration.
Learn how to navigate the Events Dashboard.
Customize and share your Event Calendars with your team.
Customize and share your Event Briefs with your team.
Create and share Event Request Forms to receive and respond to suggested Events.
Add Type, Role, Territory, Floor Plans and custom fields to organize your events.
How to use tasks and assignments and keep everyone on track
Create checklists from Templates and set due dates to event start dates
Planned vs. Actual, Invoices, Reporting
Upload and 3rd Party Integrations
How to capture notes, leads, meetings and more through email forwarding
Add free form notes, images and text formatting to your Events and Event Briefs
Daily Timeline with Travel and Meetings
Leads, Contacts, Companies, Vendors
Capture leads from events and sync to your CRM
Enable contacts to instantly schedule meetings and rooms at your events
Sync Leads, Meetings and more with Campaigns
Leads, Meetings, Goals & Surveys
Update account info, reset your password, manage emails and set your homepage.
Customize the type and frequency of your email notifications
Learn how to manage access Permissions for your team and company
Import and export Events, Contacts, Budgets & more
Integrate with Outlook, Google and more.
How to setup SSO with your IT team using Okta or another SAML provider
iOS and Android
Subscription plan options, pricing & payment
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