Category / Section
Assigning a host and managing event participants
Updated:
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.
You must have Events module access enabled in your permission set. Contact your CRM administrator if you do not have this permission.
Assigning an event host and participants
When creating a new event, you can assign it to yourself or select another user.
- Navigate to the left sidebar menu, click Activities and select Events.
- Click + Event at the top-right of the Events page. Keyboard shortcut: (N + E).
- In the Host field, select yourself or another user from the dropdown.
- In the Participants section, click the input box, search for users or contacts, and select them.
- Fill in all the other fields.
- Click Create & Invite if your calendar is connected and Create if it’s not connected.
Participants will only be notified if the calendar is connected.
Reassigning the event
- Navigate to the left sidebar menu, hover over Activities, click and select Events.
- Click the event’s name to open its detail page.
- Click the Edit icon at the top of the detail page.
- Click the Host field dropdown and choose a new owner.
- Click Update & Notify if your calendar is connected and Update if not connected.
Modifying participants
- Navigate to the left sidebar menu, hover over Activities, click and select Events.
- Click the event’s name to open its detail page.
- Click the Edit icon at the top of the page.
- Modify the user(s) or contact(s) in the Participants section.
- Click Update & Notify if your calendar is connected and Update if not connected.
Viewing participants
- Navigate to the left sidebar menu, hover over Activities, click and select Events.
- Click the event’s name to open its detail page.
- The Participants 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.
