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Adding Sponsors Sponsorship deals

New sponsors can be added from the Sponsorship Deals and Sponsorship List screens.


Sponsorship Deals

The Sponsorship Deals section allows you to categorize sponsorships into different buckets based on the stage of your negotiation process. The default buckets are:

  • Considered
  • Negotiating
  • Confirmed
  • Declined
  • Canceled

You can also create additional buckets by clicking on the '+' icon and selecting New bucket or managing them from the Buckets section.

Adding a Sponsorship

To add a new sponsor, click on the '+' icon and choose one of the following options:

  • New Sponsor
  • Import from CRM


New Sponsor

  1. Click on New Sponsor.
  2. Enter the sponsor's name.
  3. If the sponsor is not already in your CRM, click Create New Partner.
  4. The new sponsor will be automatically placed in the Considered bucket.
  5. Drag and drop the sponsor into other buckets as needed.

 

Import from CRM

  1. Click on Import from CRM.
  2. Use the advanced search feature to locate your partners.
  3. Select and import them directly into the event.

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