Manage Events with Highrise

When it comes to organizing events such as conferences, corporate meetings, or even a wedding, there are a lot of moving parts. There will be people to communicate with, items to order, and deadlines to hit.

Highrise can help you manage the entire process, ensure that everything is organized in one place, and take a lot of stress out of the event planning process.

Step 1: Add users to your Highrise account

Anyone who is working as a part of your team to produce the event should be added as a user on your Highrise account. That will give them access to all of the collaboration tools and other information you will keep.

Admin User

Only the Account Owner and admins can add new users to Highrise, and you can do so by navigating to Settings > Users, and clicking Invite a new user.

Step 2: Create contacts

Keep all of a contact's information (names, email address, physical addresses, and social media handles) on one page. You can even create any custom fields for specific data you need to keep.

These contacts could be vendors, sponsors, speakers, anyone you are working with to produce your event. You could even create contacts for event guests to keep up with attendee specifics and RSVPs.

You can create contacts in three ways:

Step 3: Organize information with Cases and Deals

Cases and Deals are two ways to organize information within Highrise:

You can connect contacts to both Cases and Deals, so you'll never have to hunt for the person you're working with on a specific portion of your event.

Add or Remove Contacts from case

You can also add tasks to Cases or Deals, reminding you of deadlines and other time sensitive issues, such as when a vendor payment is due.

Step 4: Make good use of tasks

Events are completely driven by time and deadlines. Both event logistics and marketing and promotion have specific milestones and deadlines. And not only that, but who is responsible for what? All can be managed with tasks.

Add Contact Tasks

Tasks can be created from contact pages, individual emails, Cases, or Deals, and the task will be associated with that.

For example, do you have a sponsorship or vendor Deal that you need to follow up with? Create the task from that specific Deal page, and you'll be reminded of that.

Other tips

Not finding what you need? Contact our support team for additional help.

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