Managing target lists
Events include a target list that indicates and tracks the contacts that users, such as sales representatives, should book for event meetings.
Event coordinators add and remove target contacts in the Target List tab. The Target List tab lists target contacts and includes the name, company, email, phone number, status, and notes for each contact. The contact's status indicates whether the contact has been invited to, accepted, or attended any meetings. Contacts on a target list can have the following statuses:
Not Contacted
A meeting request has not been submitted on behalf of the contact or the contact has not been booked into a meeting.
Pending
A meeting request has been submitted on behalf of the contact.
Confirmed
The contact has been confirmed to one of the meetings in the event.
Declined
The meeting request submitted on behalf of the contact has been rejected.
No Show
The contact did not attend the meeting.
Users can book meetings with and add notes to target contacts from the Target List tab.
Events in which a target list is specified display the Has Target List badge in the event banner.
Adding contacts to target lists
Add contacts to the target list for an event to indicate and track people that users, such as sales representatives, should book for event meetings.
To add contacts to a target list:
The contacts are added to the target list and the event displays the target list badge in the event banner. The contact's status indicates whether the contact has been invited to, accepted, or attended any meetings.
After you add a contact to a target list, you can add notes and send meeting requests to the contact from the target list.
Inviting contacts to event meetings from target lists
Users, such as sales representatives, can invite contacts to attend event meetings from the target list for an event.
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Approvals are required to add attendees to meetings in event legs where allocation booking is enabled. A request approver approves or rejects the request. An event coordinator can also approve or reject meeting requests.
To invite a contact on a target list to attend a meeting:
The contacts that you added to the meeting request display in the Requests tab for the event and leg. Invitations to attend the meeting are sent to the requested contacts. If allocation is enabled for the event or leg, the meeting request must be approved before invitations are sent. A request approver must accept requests before attendees are added to the meeting.
Adding notes to contacts on target lists
You can add notes to contacts on the target list for an event.
To add a note to a contact on a target list:
The note is added to the contact on the target list. An icon displays in the Notes column for contacts that have an associated note.
Removing contacts from target lists
You can remove contacts from the target list for an event.
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Removing contacts from a target list does not remove the contacts from the event, event legs, or event meetings.
To remove a contact from a target list:
The contact is removed from the target list for the event.
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Participants booked directly into meetings have the Attendees participant type and cannot be deleted. To delete an Attendee participants from the event, you must delete them from the meeting.