CRM: View individual attendee’s account

This article will help you understand how our CRM works, what data is available for each profile, and how you can take action on that information.

Step 1: Manage profiles easily and communicate with them effectively using well-organized personal activity data.

Type in the attendee’s name or email address, or the company’s name or the ID to search for their account

Step 2: LEFT SIDE

• Account Profile which is editable if necessary to change any information
• Login Detail. It will be auto-hidden and to show the passcode or QR code simply click on the Show button
• Account status: whether they have logged in and whether they have confirmed their time availability
• Account status on the platform: eg. if they are an active participant or not attending the event
• Set up a concierge person who will be able to add notes to that profile card and be able to have track of the status for every contacted attendee and important notes for that specific profile that needs to be taken into account.  

Step 3: RIGHT SIDE

• View the attendee’s received/sent meeting requests and their confirmed meetings
• View the attendee's traffic which is the impression and views of the account
• View the conversation analysis which will show the account's meetings detail such as Onsite Meeting, Virtual Meeting, Request Received, Sent, etc
• Communication that been sent out to the particular account
• Account's activity which will record of login activity

If you want to read related information, here are some suggested reads:

• CRM: Company View
• CRM: Manage your Meetings
• CRM: Manage Individual Account Analytics