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 

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.