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.