A participant is any contact who is involved in a campaign. Add participants to an event or event leg to indicate that these participants will attend all or most of the meetings in the event or leg. For example, an event coordinator who manages a company roadshow and would like the company CEO to attend roadshow meetings adds the CEO as a Management Attendee in the Participants tab.

Event coordinators add and remove participants for events and legs in the Participants tab. The Participants tab lists and categorizes participants by type and includes the name, position, company, phone number, email address, and notes for each participant.

When you add a participant, you specify a type that defines how they are involved in the event. For example, you can define a contact as an Institutional Attendee.

Contacts added to the Participants tab are also added to legs and meetings in the event. Event coordinators can override a participant's attendance for any leg or meeting. Adding a participant to a leg adds the contact as an attendee to all meetings in the leg and as a participant to the event. Contacts who are invited by users, such as sales representatives, to attend meetings or booked directly into meetings are listed in the Participants tab as Attendee participants.

Adding participants to events and event legs

Add participants to an event or event leg to indicate who is attending an event and to include contacts and users in event meetings.

To add participants to an event or 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 add participants.
   The event's information displays in the tabs in the details area.
3. Do one of the following:
   
   • If you want to add participants to the event, in the details area, select the Participants tab.
   • If you want to add participants to a leg, in the details area, select the Legs tab. In the leg list, select the leg in which to add participants, then select the Participants subtab.
   The list of participants for the event or leg displays.
4. Click the Add button .
   The Select Event Participants dialog opens.
5. In the list on the left, select contacts to add to the event or leg, then click Add .
   The contacts are moved to the list on the right.
6. To change the participant type for the contact, in the list on the right, double-click the field in the Participant Type column and select a type.
7. Click OK .
   The Select Event Participants dialog closes.

The selected contacts are added as participants to the event or leg and added to all meetings for the event or leg.

Adding notes to participants in events and event legs

You can add notes to participants in events and event legs.

To add a note to a participant in an event or 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 add a note to a participant.
   The event's information displays in the tabs in the details area.
3. Do one of the following:
   
   • If you want to add a note to a participant in an event, in the details area, select the Participants tab.
   • If you want to add a note to a participant in a leg, in the details area, select the Legs tab. In the leg list, select the leg in which to add a note to a participant, then select the Participants subtab.
   The list of participants for the event or leg display.
4. In the participant list, click the Action button  for the participant you want to add a note for, then select Edit Note .
   The Edit Notes dialog opens.
5. Enter the note for the participant, then click OK.

The note is added to the participant. An icon displays in the Notes column for participants that have an associated note.

Removing participants from events and event legs

You can remove a participant from an event or leg. This also removes the participant from all event meetings that they are scheduled to attend.

To remove a participant from an event or 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 from which to remove participants.
   The event's information displays in the tabs in the details area.
3. Do one of the following:
   
   • If you want to remove a participant from the event, in the details area, select the Participants tab.
   • If you want to remove a participant from a leg, in the details area, select the Legs tab. In the leg list, select the leg in which to remove a participant, then select the Participants subtab.
   The list of participants for the event or leg display.

4. In the participant list, click the Action button  for the participant you want to remove, then select Delete .

   Info

   The Delete option is not available for Attendee participants. These participants were invited to the event through a meeting and must be removed from the meeting manually.

   A confirmation dialog opens.

5. Click Delete to remove the participant.
   The confirmation dialog closes.

The participant is removed from the event or leg and from all meetings that they were attending.