Tracking Invitees to Medical Education Events
You can track invitees to the medical education event and store feedback about the event invitation.
To track invitees to a medical education event
- Select the MedEd event.
For instructions on selecting MedEd events, see Finding Records.
- On the MedEd Details page:
- Click Add in the Invitees title bar to add invitees to the event.
- Click Edit in the Invitees title bar to update the status, session details, and comments for an existing invitee.
- On the Invitees page, update the information:
- Click the Lookup icon in the New Contact column.
- Use the Search for a Contact window to create a new contact or select an existing one to add as an invitee.
- On the Invitees page, select the status.
The Type and YTD Sales are carried over from the contact record.
- Save the record.
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