Team management
Organize your team, scale your events
Role-based access, team hierarchies, territory assignment, and performance tracking — everything event organizations need to onboard members fast and keep managers in control.
Role-based access
Admins, managers, and team members each see exactly what they need — nothing more. Protect sensitive data without slowing anyone down.
Territory management
Assign team members to specific events, industry verticals, or geographic regions so every prospect and task has a clear owner.
Performance tracking
Per-member dashboards showing activity volume, deal progress, and contribution metrics — updated in real time.
Access control
Role-based permissions
Not every team member needs the same level of access. Define roles — admin, manager, contributor, read-only — and assign them in one click. Permissions cascade through campaigns, deals, and analytics so sensitive data stays visible only to those who need it.
Granular role definitions
Four built-in roles cover most teams. Custom roles can restrict access down to individual campaigns or deal stages.
Visibility controls
Managers see their team's work; members see only their own. Admins get the full picture across every event and campaign.
Audit trail
Every permission change is logged. Know who granted access, when, and to what — essential for compliance and accountability.
Organization
Territory and event assignment
Large teams need clear ownership. Assign members to specific trade shows, vertical sectors, or regions so prospects and responsibilities are always routed to the right person. Territories prevent duplicate outreach and ensure coverage across your entire event portfolio.
Multi-dimensional territories
Combine geography, industry vertical, and event series into territory rules. A member can own "DACH region, automotive events" without overlap.
Event-level assignment
Assign specific team members to each event edition. Seasonal staff ramp up and off-board cleanly between shows.
Team growth
Onboarding and invitations
Adding a new team member takes seconds, not days. Send an email invitation, assign a role and territory, and the new member lands in the platform with immediate access to their assigned campaigns, contacts, and workflows. No IT tickets required.
Email-based invitations
Invite colleagues by email address. They sign up, verify, and drop into their personalized workspace in under two minutes.
Instant campaign access
New members inherit the campaigns and contacts assigned to their territory. They start productive work from day one.
Insights
Performance visibility for managers
Managers need to know what is working and where to coach. The team performance view shows per-member activity counts, pipeline value, closed revenue, and conversion rates — filterable by event, date range, and campaign. Spot top performers, identify bottlenecks, and allocate resources with confidence.
Activity and revenue dashboards
Emails sent, calls logged, deals created, revenue booked — all on one screen, broken down per member and per event.
Team leaderboards
Friendly competition motivates. Optional leaderboards rank members by the metrics that matter most to your organization.
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