Events 2:15 video
How to log activities with event invitees
Record calls and meetings with invitees, and update their response, so every touch point is tracked.
Step by step
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Select an event from your list to open its edit screen. From here you can manage the invitation list, send invites or record walk-ins.
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Click Add activity.
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In the contact list, filter by response, for example contacts who have confirmed or are still tentative, or use advanced search to find specific attendees.
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Check each contact's guest type and latest recorded response.
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Start a new activity for the contact you need.
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In the activity window, set the date and time, choose the activity type (such as a call or meeting) and add notes.
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Set their response, for example Confirmed, and click Create activity. The activity is logged in the contact's history.
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Filter the list again to check that the response was recorded.
