Business operations

Manage preferred partners and event contacts

Keep venues and vendors connected to your event records.

1. Open Operations → Partners and referrals at /partners and create or edit a partner.
2. Enter business name, category, contact details, HTTPS website, notes, and preferred status. Link an existing CRM contact or venue where useful.
3. Open Event partner contacts from the event, or choose an event on the partner’s edit page. Add the partner’s role and event-specific notes.
4. Choose the same partner again to update the event link, or remove the link when appropriate.
5. Archive a partner when they should no longer appear in new assignment lists. Existing event links and referral history remain available.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.