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Using Event Types

Event Types allow business owners to classify each sales event, and assign the correct team members. For example: In addition to typical “Sales” events, you may also have “Legal” events for contract review, “Technical” events for integration tasks, and so on.

Access

  • ClosePlan Admin tab > Event Types on the left panel menu

Create an Event Type

  • Click , enter the Event type name 
  • From Available Event Members select the member or members. Use the right arrowto add your selection to Selected Event Members.
  • Click Save 


Event Members are optional. Added members will serve as suggested assignees for a given type when creating or editing Events. Events can be still assigned to any user.


          

          

Edit an Event Type

  • Click on  by the Event Type
  • Change the Event Name or select/delete Members
  • Click Save to save changes

          

Delete an Event Type

  • Click on  by the Event Type and Confirm your choice.

          

Only unused Event Types can be deleted – if an Event Type is currently in use on an active template, you will be not able to delete that Event Type.



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