Plan an Event

Before creating a new event in Aegis CRM, you should determine the details of your event. The following table identifies the details and provides space for you to add your information.

Detail Information

Date and Time

 

Location(s) and Vendor(s)

 

Projected Income

 

Default Fund

 

Groupings (Event Type & Fiscal Year)

 

Expected Costs

 

Acknowledgements

 

Activities

 

Tickets

 

Volunteer Roles and Staff

 

Sponsors

 

Invitees