8.4 Sponsor Associations to the Campaign’s Module
All the sponsors related to a particular event will be managed using the deals module associated to the particular event. Below screenshot explains how we have associated sponsorship deals into this event where the stage is closed won meaning we have already attained the sponsor amount.
You can open a sponsorship deal and can go through the Sponsor journey using the deals module as you can see in the below screenshot. You can see a field called as “campaign source” where you can associate the event which the sponsor wants to provide sponsorship for.
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8.3 Volunteer Work Hours Associations To The Campaign’s Module
Now you can associate all the volunteers' work hours who has confirmed for the event in the volunteer work hour related list like in the below status. When you click on the plus button in the Volunteer work hour related list, then the custom module ...
8.2 - Attendees, Guest Speaker and Volunteer Associations
In the campaign’s module related list, you can find all the attendees’ information in the contacts related list. Anyone who books for an event through the backstage website, they will appear as attendee contact type automatically in the Contacts ...
2.5 - Lead Assignment Rule in Enquiry Module
Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of reps. You can configure different criteria based on your industry's specifications like ...
9.3 - Zoho Subscription Plan and Invoices in Contacts Module
You can see the invoices generated and associated in both contacts and deals module, but the subscription plans can only be seen in the contacts module. Below screenshot shows the invoices generated for a deal and the corresponding subscriptions in ...
8.1 - Create Events, Associate Sponsors, Speakers and Organizers
You can create an Event in Zoho Backstage or any other Event management application such as Eventbrite. If it is Zoho Backstage, then any event you create in Backstage will appear in the campaign’s module in Zoho CRM. In this campaigns module, you ...