Left Panel:
- Classification
- Pipeline Stage
- City
- State
- Start & End Dates
- Year
- Website (If it has one)/ relevant links
- Event Lead
- Payment: Fee / Method/ Date/ Instructions
- Project Name/ Deliv. / Sub Deliv.
Middle:
- Any notes that you think are important.
- Attendee lists that are more than 15 people.
- Important times.
Right Panel:
- Contacts: People attending, people at organization/ associated with event, people speaking
- Once contacts are added, use the association labels to best describe their reason for being associated with the event.
- Companies: Add the company associated with the event
- Attachments: Add any documents relevant to event.
- Ex: Agendas, forms to be filled out or already filled out forms, Check requests, invoices, receipts. Basically Any document associated.
- Events: Any associated events, Speaking/ presenting, client dinners, etc.
- Deals: Any deals you get while attending the event.
- You can enter the deals separately, but go into event and associate after the fact. +Add, Add Existing.
- How to Create an Event SCRIBE - https://scribehow.com/shared/Creating_a_HubSpot_Event__SJfo1LoKTDa7HmKxsPPjrg