Configuring and Assigning Contact Roles
What you should know:
Configure Contact Roles
Contact Roles are used to identify key customer contacts and the specific role they have in the event. These contacts can be people within the customer organization, such as a billing contact or signatory, or people working on behalfof your customer, such as an on-site contact or 3rd party decorator. They are also useful for third-party billing scenarios and provide additional event details in contracts, BEOs, and other event documents.
Assign Contact Role From Create Event Slider
Assign Contact Role From the Details Page
Click the + to watch a step-by-step tutorial.
Note
Contact roles are managed in System Admin and the System Admin role is required to access them. If an existing contact role name is changed in System Admin, it will not automatically update for event contacts to which it is already assigned. You must manually edit the contact and select the new role name.
Note
Contact roles are managed in System Admin and the System Admin role is required to access them. If an existing contact role name is changed in System Admin, it will not automatically update for event contacts to which it is already assigned. You must manually edit the contact and select the new role name.
In the Create Event slider, you can assign a Contact Role to an event contact.
You can also add, change, and remove Contact Role assignments for an event from the details page.
In the Create Event slider, you can assign a Contact Role to an event contact.
You can also add, change, and remove Contact Role assignments for an event from the details page.
CONTACT ROLES
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Transcript
Configuring and Assigning Contact Roles
What you should know:
Configure Contact Roles
Contact Roles are used to identify key customer contacts and the specific role they have in the event. These contacts can be people within the customer organization, such as a billing contact or signatory, or people working on behalfof your customer, such as an on-site contact or 3rd party decorator. They are also useful for third-party billing scenarios and provide additional event details in contracts, BEOs, and other event documents.
Assign Contact Role From Create Event Slider
Assign Contact Role From the Details Page
Click the + to watch a step-by-step tutorial.
Note
Contact roles are managed in System Admin and the System Admin role is required to access them. If an existing contact role name is changed in System Admin, it will not automatically update for event contacts to which it is already assigned. You must manually edit the contact and select the new role name.
Note
Contact roles are managed in System Admin and the System Admin role is required to access them. If an existing contact role name is changed in System Admin, it will not automatically update for event contacts to which it is already assigned. You must manually edit the contact and select the new role name.
In the Create Event slider, you can assign a Contact Role to an event contact.
You can also add, change, and remove Contact Role assignments for an event from the details page.
In the Create Event slider, you can assign a Contact Role to an event contact.
You can also add, change, and remove Contact Role assignments for an event from the details page.