Event Manager: Overview
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The Event Manager dashboard lets one person run their company's event calendar in B2Brain. That person is usually an Event Manager, Event Marketer or Field Marketer. From one screen, they add events, invite the team, choose who goes to each event, and see the leads each event and each person produced.
The dashboard has three pages in the left menu.
| Page | What you do there |
|---|---|
| Event Leads | See every lead your team scanned, filter by account, event, rep or date, and download the list as a CSV file. |
| Events | See your company's event calendar, add events, and open any event to manage its team and leads. |
| Team | See everyone on your team, invite new members, and check which events each person attends. |
Your role. Your name and role appear at the bottom left of every page. A Manager can add events, invite people and assign them to events. A Team member uses the B2Brain app at the event to capture leads.
How the pieces connect. You add an event first. Then you invite your team. Then you assign people to the event. During the event, each person captures leads in the app. After the event, the leads appear under that event and under the person who captured them.
Next steps
