EventPro User Manual

Exhibitor Attendees

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Exhibitor Attendees

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Exhibitor Attendees

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Exhibitor attendees are attendees of the event who are assigned to an exhibitor company.  Typically, exhibitor attendees are the individuals who operate a booth as representatives of the exhibitor company.

1.Find the applicable event in the Event Maintenance screen.  Click the Exhibitors tab and the View Exhibitors tab.
2.Find the exhibitor under the Single Exhibitor View or click to highlight the exhibitor in the Exhibitor List View.
3.Click the Exhibitor Attendees tab in the bottom section of the screen.

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4.You can assign a previously entered attendee to this exhibitor, select an existing contact as an attendee for this exhibitor or enter an entirely new attendee for this exhibitor.
Click to Expand/Collapse textAssign a Current Attendee to the Exhibitor
1.To assign a previously entered attendee to this exhibitor, press the New Current button.
2.The Find Attendee window will appear.

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3.To review how to search in a Find window, see Introduction: Common Functions, Finding a Record.
4.Click to highlight the attendee you want to assign to the exhibitor and click OK.
Click to Expand/Collapse textSelect an Attendee from Contacts for the Exhibitor
1.Click the New button to the right of the Exhibitor Attendees selection grid.
2.The Exhibitor Attendee [New] window appears.

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3.If the exhibitor attendee is already in your database as a contact, you do not have to duplicate the information.  If you click the Select From All Contacts button, you can choose any contact from your Company/Contact database.  If you click the Select From Exhibitor Contacts button, you can search for and choose a contact from the Exhibitor (company).
4.The Find COMPANY/CONTACT window appears.  To review how to search in a Find window, see Introduction: Common Functions, Finding a Record.

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5.Click to highlight the contact you want to assign as an exhibitor attendee and click OK.
6.The fields will default to the information stored in your database for this contact.  You can add other information or change the default information as necessary.
7.When you are done, click Save.
Click to Expand/Collapse textCreate a New Attendee for the Exhibitor
1.If you need to create an entirely new attendee, click the New button to the right of the Exhibitor Attendees selection grid.
2.The Exhibitor Attendee [New] window appears.
3.From here, you can follow the instructions in Chapter 5: Attendees, Creating Single Attendees.  The fields in the eight tabs – General, Classification, Other Information, Notes, Presenter, Sponsor, Exhibitor and User Fields – will be the same.

 

If you view these exhibitor attendees under the Attendees | View Attendees tab, you will see that they have an Exhibitor flag on the header information.

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