Explore the complete post-event workflow in Elite — from finalizing actuals and issuing settlement invoices to managing credits and refunds, capturing attendance and revenue data, generating stakeholder reports, and using task templates for a consistent closeout process.
Learn how customized views, lists, and tags help your team prioritize work, track workflows, and stay on top of key activities across your events and accounts — giving you greater visibility into the data that matters most.
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Also worth a watch: Momentus AI for Sales →
Dani's building a Function Types list from scratch for a multi-use venue and asked the community for real-world examples — the thread includes detailed lists from Momentus users covering everything from event-day activities to reporting categories.
View the thread →Michael's inviting the community to share how their venue actually uses tags, custom lists, and calendar views — what's on your team's daily work queue, what decisions your tags drive, and why. No replies yet, so this is a great chance to be one of the first to weigh in.
View the thread →Jack's managing a growing number of Shared Views and asked the community for naming convention ideas — including whether special characters (like *) help pin important views to the top of the list. Michael Becker's already jumped in with a tip on using * to prioritize views.
View the thread →Have a favorite post-event tip, workflow, or best practice? Share your closeout strategies, reporting insights, and time-saving tips to help fellow users get more value from Elite.
Go to Mission →Got a favorite tag or a tagging tip? Share it!
Go to Mission →Watch the Sales AI webinar. What's your biggest takeaway?
Go to Mission →In this course, learn how to navigate System Admin to update your account's configuration settings.
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