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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

1. Select the MedEd event.

   For instructions on selecting MedEd events, see Finding Records.

2. On the MedEd Event Details page:
   • Click Add in the Invitees title bar to add invitees to the event.

     NOTE: You might want to add the Invitees section to your layout. For information on changing the layout, see Changing Your Detail Page Layout.

   • Click Edit in the Invitees title bar to update the status, session details, and comments for an existing invitee.
3. On the Invitees page, update the information:
   1. Click the Lookup icon in the New Contact column.
   2. Use the Lookup window to create a new contact or select an existing one to add as an invitee.
   3. On the Invitees page, select the status.

      The Type and YTD Sales are carried over from the contact record.

4. Save the record.