Get Started with Events

In Aegis CRM, events are a specific type of appeal and you can associate an event activity to the appeal. Examples of an event activity include:

• Luncheons
• Dinners
• Healing services
• Book signings

Once you have the appeal and the event activity created for an event, you can use Aegis CRM to create tickets that can be sold, given away, tracked, and reported on.

The event record contains information you can use to track costs as well as the registrants, attendees, and sponsors who participate in these activities. In addition to tracking these details, you can also manage the acknowledgements, tickets, and documents created for the event. If you need volunteers to work your event, you can add work shifts and then assign volunteers to fill available slots.

The graphic below provides an overview of the process for managing your events in Aegis CRM.