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.
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.
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.
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:
Add Contactat the top of your account.
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.
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.
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.
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.
firstname.lastname@example.org) that is powered by Gmail, Google Apps, or Office 365; you can set up autoforwarding and add it as a shared connection, to receive/send email right in Highrise.