Add, edit, and delete events in the Events workspace.

Adding events

Event coordinators add an event to begin planning an event in the system.

Events are created from event templates. To add an event, select an event template and define information about the specific event, such as its schedule and team members.
Event coordinators can create the following types of events:

Analyst event
An event where an analyst or multiple analysts speak to investors about topics such as a new company or sector that the analyst covers, or a specific industry sector.Company eventAn event that showcases a specific investment from a corporate client to a set of institutional clients.

Deal event
An event that determines the level of interest in an upcoming or planned deal or public offering.

Multi-Company event
An event that showcases investments from various corporate clients to one or many institutional clients.

Other event
An event such as a conference or a non-deal event where executives hold discussions with current and potential investors, for example, to discuss preliminary financial results.

To add an event:

1. On the Events workspace, select the Event List tab.
2. At the top of the event list, click the Add button and select an event type.
   The Add dialog opens.
3. In the Detail tab, enter information about the event.
   • If you select Private Company, the Market Cap, Tickers, and Sector/Industry fields are hidden. For example, select Private Company if the event is for a company in the pre-IPO stage.
   • If you add an analyst event, the analysts that you select populate the Participants tab for the event in the detail pane and are shown as Research Analysts.
   • If you add a company event, the Tickers field is automatically populated after you select a company in the Company field.
   • If you add a multi-company event, the Tickers and Sector/Industry fields are automatically populated after you select a company in the Companies field.
   • The Booking Option field determines whether meetings created by users, such as sales representatives, require approval to be added to the event. Select Allocation to require that meetings must receive approval, or Free Booking to automatically approve meeting requests.
     • If you select Free Booking, Enable restricted booking, and select a start time and end time, users will only be able to create or edit meetings in the selected hourly range for each day of the event leg. For example, you can set the range from 1:00 p.m. to 5:00 p.m., which means that users can only create event meetings between those hours for each day of the event.
     • If you select Free Booking, Enable restricted booking, and Book from existing meetings only, users can only book attendees into meetings that have already been created by the event coordinator.
   • The Status field indicates the event's progress and is set to Prospect by default. When planning is complete, set the status to Planned.

   Info

   You must specify a title, start and end date, booking option, and status.

4. In the Team tab, specify team members who administer the event. Add one or more users or coverage groups to the team, and specify their role in the event.
   • To add a single team member, in the User field, enter the name of the user to add, then select the user in the list that displays. In the Role field, select a role for the user, then click Add.
   • To add a coverage group to the team, click Select Coverage Group.

   Info

   At least one team member must have the Event Coordinator role.

5. In the Security tab, specify view and edit security for the event. Specify whether all users can view the event, or only selected users can view and edit the event.

   Info

   For security reasons, you may choose not to include the event's information in the Event Schedule Report or Meeting Request Report by selecting Hide Event on Reports. For more information about these reports, see Event reports.

   The security is set to Private by default, which allows only the event's team members and specified users to make changes to the event. You can specify additional users by clicking Select and choosing the users in the dialog that opens.

   Info

   After you have added event legs and meetings and are ready to run the event, change the setting to Public to make the event available to users.

   After you have added event legs and meetings and are ready to run the event, change the setting to Public to make the event available to users.

6. Click Save and Close.

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

After you create the event, you will continue planning the event by adding legs.

Related links

Managing event legs

Editing events

Event coordinators can edit events to add or update information about the event, such as its title and status. Event coordinators can edit an event's details, team members, and security settings.

To edit 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 edit.
   The event's information displays in the event banner and in the tabs below the banner.
3. In the event banner, click Edit.
   The Edit dialog opens.

4. In the Details tab, you can modify the event's information.

   Info

   You must specify a title, start and end date, booking option, and status. The Tickers field automatically populates based on the company selection for company events. The Sector/Industry field also updates for multi-company events. The Analysts field is prepopulated based on the selection of participants when the event was created.

5. In the Team tab, you can add and remove event administrators.
   • To add a team member, in the User field, enter the name of the user to add, then select the user in the list that displays. In the Role field, select the user's role, then click Add.
   • To change a team member's role, in the list of users, click the field beside the user's name and select a new role.
   • To remove a team member, in the list of users, click the Delete button for the user to remove.
   • To add a coverage group, click Select Coverage Group.
   • To remove a coverage group, click Remove Coverage Group and select the group to remove.

   Info

   At least one team member must have the event coordinator role.

6. In the Security tab, you can change who can view and edit the event.
   Select one of the following options:
   Private
   Only the event's team members and specified users can view and edit the event. You can specify additional users by clicking the Select button and choosing the users in the dialog that opens.
   Public
   All users can view the event. You will select this option when you are ready to run the event and make it available to other users, such as sales representatives.

   Info

   For security reasons, you may choose not to include the event's information in the Event Schedule Report or Meeting Request Report by selecting Hide Event on Reports. For more information about these reports, see Event reports.

The updated information is saved for the event.

Deleting events

Event coordinators can delete events to permanently remove them from NexJ CRM.

To delete an event:

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

The event is removed from the system.