Assigning a Host and Managing Event Participants

Event ownership and participant management are key for organizing meetings, follow-ups, and business discussions.

• Host – Ensures accountability for planning and execution. The host is the event owner, responsible for the event. Ownership also determines default access to the event record. Each event can have only one host.
• Participants – Enables seamless collaboration by including relevant users or contacts, ensuring effective communication and active engagement with clients, companies, or internal teams.

Assigning an event host and participants

When creating a new event, you can assign it to yourself or select another user.

1. Navigate to the left sidebar menu, click Activities and select Events.
2. Click at the top-right of the Events page. (Shortcut: N + E).
3. In the field, select yourself or another user from the dropdown.
4. In the section, click the input box, search for users or contacts, and select them.
5. Fill in all the other fields.
6. Click if your calendar is connected and if it’s not connected.

This image illustrates the Create event drawer and the fields available for scheduling a new event.

Participants will only be notified if the calendar is connected.

Reassigning the event

1. Navigate to the left sidebar menu, go to Activities, click and select Events.
2. Click the event’s name to open its detail page.
3. Click the button at the top of the detail page.
4. Click the field dropdown and choose a new owner.
5. Click if your calendar is connected and if not connected.

Modifying participants

1. Navigate to the left sidebar menu, go to Activities, click and select Events.
2. Click the event’s name to open its detail page.
3. Click the button at the top of the page.
4. Modify the user(s) or contact(s) in the section.
5. Click if your calendar is connected and if not connected.

Viewing participants

1. Navigate to the left sidebar menu, go to Activities, click and select Events.
2. Click the event’s name to open its detail page.
3. The section displays all assigned users and contacts.

Frequently asked questions (FAQs)

Can I add external participants who are not in BoldSales?

No. Currently only users and contacts who are in BoldSales can be added.