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.



Create an Event Type

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


Delete an Event Type


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.