---
title: How to Enter an Event
description: *Notifications must be turned on in Hubspot  
---

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1. [Baxter & Woodman Internal KB](https://kb.baxterwoodman.com/?hsLang=en)
2. [Events](https://kb.baxterwoodman.com/events?hsLang=en)

# How to Enter an Event

- How to Create an Event SCRIBE - [https://scribehow.com/shared/Creating\_a\_HubSpot\_Event\_\_SJfo1LoKTDa7HmKxsPPjrg](https://scribehow.com/shared/Creating_a_HubSpot_Event__SJfo1LoKTDa7HmKxsPPjrg)

### Naming Convention

- **Association/Client Abbreviation – Year Event Name**

### Properties Pane (Left)

### Event Pipeline

- Prospective Event (Previously attended event, but no formal request to register has been made)
- No Go
- Requested (PM has requested registration)
- Registered (Marketing has completed registration process)
- Planning (Begins when Marketing has kick-off meeting with PM)
- Completed (The event has ended, deals have been entered in Hubspot, and debrief completed/entered into Hubspot)

### B&W Marketing Contact

- will be the person responsible on the Marketing side of things, registering, gathering supplies, etc) (most likely Jamie Pencek)

### B&W Event Lead

- the person responsible on the technical side of things, who is going, what they want at the booth, etc

### Classification

- Advertisements
- Association Meetings (awards luncheons, holiday parties, etc)
- Campus Event (Recruiting, Career Fair)
- Client Event (Social Event, ex. Boat Cruise)
- Conference
- Membership (Corporate Memberships)
- Golf
- Presenter (any speaking engagement)
- Sponsorship (Client Sponsorships – fireworks, festival, etc, may be political)

### Overview/Activities Pane (Middle)

- This is where you add notes, create tasks, log emails/meetings
- The notes field will be used to track info about the event. Involved parties can communicate vack and forth using the tagging feature.\*
- Log any emails pertaining to the event
- See activity that has been going on

### Associations Pane (Right)

### Contact Labels

- Attendee
- Speaker
- Exhibit Booth
- Organizer (from association running the event)

### Companies

- The association running the event

### Attachments

- Upload any relevant files here (check request, filled out registration PDF, artwork, etc)
- Attendee Lists

### Events

- Associate any other Events with this Event 
    - You’re creating an Event for Advertisement that is part of a Conference
    - You’re creating an Event for a Presentation that is part of a Conference

### Deals

- Following attendance at an Event, log any opportunities as a [Deal](https://kb.baxterwoodman.com/how-do-i-create-a-deal?hsLang=en) in Hubspot. Be sure to associate the Hubspot Event in the Deal Record.

#### Helpful Info

- List of Associations - [What are the Associations Project Deliverables in Vantagepoint? (baxterwoodman.com)](https://kb.baxterwoodman.com/what-are-the-assocaition?hsLang=en)
- [Unbillable Charge Guide (sharepoint.com)](https://baxterwoodman.sharepoint.com/Accounting/SitePages/hubley%20Pages/Unbillable-Charge-Guide.aspx?csf=1&web=1&share=EVqDlgk6XZxFp4QLBpfjvTwBqS9HWmnBJaPQxYDmy-ONaQ&e=ZhDDxB&cid=e1ab21af-8165-4434-a010-d379c05c85a0)

\*Notifications must be turned on in Hubspot

 

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