Connect a Customer to an Event

This tutorial explains how to connect an existing customer to an event in the Toddoo Organiser Portal CRM. After connecting, the customer will be linked to the event and can be managed for sales, booth assignments, or future communication. Ensure you have CRM access and organiser rights before starting.

Estimated time: 2–3 minutes

Tip: Use the search bar in the event selector if the event doesn’t appear immediately.

Step-by-Step Quick Guide

1. Open the Organiser Portal and go to CRM.

2. Search for the customer and open their profile.

3. Go to the Events section within the customer profile.

4. Click Connect to event to open the event selector.

5. Select the desired event from the list or use search to find it.

6. Click Connect and confirm to complete the link.

Common Mistakes & Fixes

Event not selected → Use Choose Event before confirming.

Opened wrong area → Ensure you are working in CRM and inside the correct customer profile.

No access to CRM → Ask your administrator for CRM permissions.

Event not visible in list → Use the search bar in the event selector to find it.

FAQ

Q: Where is the Events section?

A: Under the customer profile in the CRM.

Q: Can a customer be linked to multiple events?

A: Yes. Repeat the connection process for each event.

Q: How do I remove a connection?

A: Click the delete icon on the event card in the customer profile.

Q: Who can connect customers to events?

A: Only CRM users with organiser permissions.