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EventPro Software User Manual

Breadcrumb Trail: QuickStart Events > QuickStart: Event from Account

Create Account (Contact or Company)

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•The Event Client will be an Account from your EventPro CRM (Customer Relationship Management).

•A CRM Account can be either a Company or Contact. A Contact does not necessarily need to be part of a Company.

•If the Company and/or Contact has not yet been added to your CRM, you probably want to do so before creating the Event.

oTo learn how to create a Company, see Company/Contact Management (CRM) > Add New Company.

oTo learn how to create a Contact, see Company/Contact Management (CRM) > Add New Contact.

•When you are done adding the Company and/or Contact into CRM, you can proceed to Book the Event.

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