Working with CRM Opportunities

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.

1. 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.

2. Search for and select an opportunity to link to the event. Click Select.
3. 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.