Dashboard
A show-first view of customers, attendees, meetings, and logistics.
Show lineup
Your active events with assigned people and outreach targets.
Upcoming meetings
Sorted across all shows.
Show list
Shows are the primary planning object. Open a show portal to assign attendees, customers, meetings, hotels, and travel for that event.
Show portal
Select a show, then manage show-only customer outreach, meeting prep, notes, and downloadable reports.
Master customer database
Reusable across all shows. Assign subsets inside each show portal.
Master attendee database
Reusable people list. Each show can carry its own subset, travel windows, and lodging details.
Meeting schedule
Meetings remain tied to a show and optionally to a selected assigned customer.
| Meeting | Show | Rep | Customer POC | When | Where | Actions |
|---|
Meeting detail
Preview and export an .ics file.
Select a meeting to preview it here.
Record
Create or update a record.