If your organisation stores company contact information within a third-party CRM such as Salesforce, you can link your Group Sales events to CRM opportunities.
- On the sidebar of your event, click the Link to Opportunity icon:
Note: This button is only visible if the Group Sales user has edit security rights to at least one booking in the event.
- Search for and select an opportunity to link to the event. Click Select.
- You can unlink an event from a CRM opportunity by clicking the delete icon next to it.
Note: The Opportunity section in the sidebar only appears for Private Events and Distributor Previews.