How do I add attendees to an event?

Adding attendees to your event is a critical part of Events Management. Using Vault CRM, event organizers can quickly and easily add person accounts, business accounts, and other Vault CRM users as attendees for a planned event, invite participants outside their assigned territories to increase engagement while navigating security constraints, search and filter for specific attendees, and add multiple attendees at once.

In addition, potential attendees can register themselves using unique links or QR codes generated by the system. Users can reconcile walk-in registrants to ensure data accuracy and compliance with internal business rules.

Your Flightpath

Your Flightpath includes everything you need to understand and start using Events Attendees.

How do I add attendees to an event?	~ 5 min.
How do I search for event attendees outside my territory?	~ 4 min.
Can attendees self-register for an event?	~3 min.
How do I reconcile open registrants to existing CRM accounts?	~3 min.
Flight Simulator	~5 min.

Start Your Flight