Events Manager

The Events Manager is one of three marketing modules in Deskflow. It is used to plan, organize and manage Events.

An Event is a well organized activity with a known start date, end date, venue and list of invitees and attendees. Unlike an Opportunity, the outcome of an Event is not focused on revenue generation but on relationship building, corporate promotion and product/service branding.

An Event may generate an Opportunity, multiple Opportunities, a Project or multiple Projects.

Events of a similar nature can be assigned to Groups. This feature is useful for Deskflow Users to browse and view all Events quickly and easily.

Events always have sub-events, known as Sessions. For Example, a Seminar Event may have different Sessions for different topics, with different Invitees or attendees at each Session. The word Session is not always appropriate for an Event, but is the best compromise and is certainly better than the word Sub-Event.

An Event aggregates content of Sessions within the Event. For example, Session Expenses are aggregated to show total expenses at the Event level. Similarly, Activity History records in Sessions also aggregate at the Event level.

An Event must have a minimum of one Session and in some cases may have several. When an Event has multiple Sessions, each Session has its own Invitees that may or may not be the same as Invitees to another Session within an Event.

Event Invitations can be sent by email or letter, and Invitee preferences and attendance status is tracked across multiple Events and Sessions. Analytical reports identify which Invitees are being over-invited to Events. Online views show lists of Invitees, Documents, Tasks and Expenses.

Deskflow Users who organize or host an Event are called the Event Team and can track their participation across all Events via their individual diaries or calendars. Event Team members can track Appointments and Tasks from their integrated Deskflow group calendar utility. Each User involved in managing an Event has a Task Inbox to track outstanding and completed tasks.

Deskflow Users who organize or host a Session are called the Session Team and can track their participation across all Events via their individual diaries or calendars. Session Team members can track Appointments and Tasks from their integrated Deskflow group calendar utility. Each User involved in managing a Session has a Task Inbox to track outstanding and completed tasks.

Events of a similar nature can be assigned to Groups. This feature is useful for Deskflow clients to browse and view all Events quickly and easily.

An Event can have multiple Sessions, each Session having its own Invitees that may or may not be the same as Invitees to another Session within an Event.

Each Event Session can have its own Venue, Location, Start Date, Status and Target Numbers.