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Managing event legs

An event leg is a division of an event. Separates an event into parts that define the locations in which the event occurs or the themes for each part.

Use the Legs tab in the Events workspace to manage event legs. Event coordinators can add, edit, delete, and apply availability templates to event legs.

Info

To manage event legs, you must be an event coordinator.

An event must contain at least one event leg


The Legs tab contains the following areas:

  • The leg list at the top, which contains all legs for the event. In the leg list you can change display columns and sort the list by display column.
  • The leg details area at the bottom, which contains information about a selected event leg. Further information is available in the Details , Calendar , Agenda , Requests , and Participants tabs.
    Details
    Displays the details of the event leg, including the overview, country, state or province, city, global region, domestic region, and countries of origin. You can edit the overview and manage the countries of origin.
    Calendar
    Displays the calendar for the event leg, including the meetings and itinerary items for the leg. You can change the displayed date range, apply availability templates, and add, edit, and delete meetings and itinerary items.
    Agenda
    Displays a list of scheduled meetings and itinerary items for the event leg. You can view details for meetings and itinerary items, and edit and delete meetings and itinerary items.
    Requests
    Displays requests from other users, such as sales representatives, to add attendees to meetings for the event leg. You can accept, reject, cancel, edit, and delete meeting requests.
    Participants
    Displays a list of contacts and users involved in the event leg. For example, investors confirmed for a meeting are listed as attendees for the leg. You can manually add and delete participants, and add notes to participants.

Team members and participants

Adding event legs

Event coordinators can add legs to an event to divide the event into parts that define the location or focus of each leg. For example, if an event is held in New York and London, create a leg for each city. Specify details such as the duration of the leg and whether adding attendees to meetings requires approval.

To add a leg to an event:

  1. In the Events workspace, select the Event List tab.
    The event list and details areas display.
  2. In the event list, select the event to add a leg to, then select the Legs tab.
    The leg list and details areas display.
  3. At the top of the leg list, click the Add button .
    The Add Leg dialog opens.
  4. In the Details tab, add information about the event leg.

    Info

    You must specify a title, country, city, state, start and end date, and booking option.

  5. Click Save and Close .

The event leg displays in the leg list and the Calendar tab.

Next, you will add event meetings to the event legs. For more information, see Adding event meetings .

Editing event legs

Event coordinators edit event legs to add or update information about the leg, such as its title and start date.

To edit event legs, you must have privileges to manage events, and must belong to the event team in the Event Coordinator role.

To edit an event leg:

  1. In the Events workspace, select the Event List tab.
    The event list and details areas display.
  2. In the event list, select the event in which to edit a leg, then select the Legs tab.
    The leg list and details areas display.
  3. In the leg list, click the Action button  for the event leg to edit, then select Edit .
    The Edit dialog opens.
  4. In the Details tab, modify the event leg information.

    Info

    You must specify a title, country, city, state, start and end date, and booking option.

  5. Click OK .

The updated information saves for the event leg.

Deleting event legs

Event coordinators delete event legs to permanently remove them from an event and NexJ CRM .

Info

Deleting an event leg also deletes all requested and approved meetings in the leg.


Note

This action cannot be undone.


To delete an event leg:

  1. In the Events workspace, select the Event List tab.
    The event list and details areas display.
  2. In the event list, select the event in which to delete a leg, then select the Legs tab.
    The leg list and details areas display.
  3. In the leg list, click the Action button  for the event leg to delete, then select Delete .
    A confirmation dialog opens.
  4. Click Delete .

The event leg is removed from the event and the system.