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Events tie everything together: leads captured during an event are linked to it, and the event page tracks your goals, activity, and ROI.

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Create an event

From Events, select Create event and complete the wizard:
1

Event details

  • Name and type — Conference, Trade show, Meetup, or Webinar
  • Status — Draft, Upcoming, Live, or Completed
  • Dates, timezone, location, and venue
  • Leads goal — the number of leads you’re aiming to capture
  • Website, description, and tags
2

Assign team

Pick the team members working the event. This drives the per-rep breakdown in event analytics.

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Deal economics

On the event’s Details tab you can set:
  • Average deal size — used as the default deal value for leads captured at the event
  • Event budget — used to calculate cost-per-lead and ROI
Set these before the event so the analytics are meaningful from day one.

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Event lifecycle

Events move through Draft → Upcoming → Live → Completed. The Events page has tabs for each, plus a map view of where your events are. From an event’s Settings tab you can duplicate it (handy for recurring shows), export a briefing PDF, favourite it, archive it, or delete it.