- Open the Edit General Information slider for the event by either:
- In the slider, you can:
- Update the event's name.
- Mark the event as an internal event or blackout. If one is checked, the other will be disabled.
- Update the event's account.
- Clear the Account field by clicking the clear icon or selecting the contents and deleting them.
- Begin typing the name of the account. As you do, accounts that match what you're typing will display.
- Click the account you want to be attached to this event.
- Clear the Account field by clicking the clear icon or selecting the contents and deleting them.
- Type the name of the account.
- Click Create '[Account Name]'.
- Select a lead source.
- Select a market segment.
- Add an address. (Optional)
Although you will not be required to create a contact when adding an account on this slider, we strongly recommend adding at least one contact to your new account as soon as possible. For step-by-step directions, please see Create a Contact. - Update the event tags.
- Update the event type.
- Update the business classification.
Business classification is not required for blackouts.
- Update the genre.
- Add the event to a series or move it to a different one.
- If the event is already in a series, clear the field by clicking the clear icon or selecting the contents and deleting them.
- Begin typing the name of the series. As you do, series that match what you're typing will display.
- Click the series you want this event to be in.
- If the event is already in a series, clear the field by clicking the clear icon or selecting the contents and deleting them.
- Type the name of the series.
- Click Create '[Series Name]'.
- Update the event's unique event ID.
- Add or update the event's web address.
In Elite, all web addresses must begin with either http:// or https://.
- Add or update the event's description.
- When all the desired changes have been made, click Save.