
Limits
The record holds the list, confirmations, reminders, attendance, and captured leads. The sale stays outside it.

Manage invitation lists, confirmations, reminders, attendance, lead capture, and post-event follow-up from one workflow.

An invitation stays on one list. Confirmations and reminders are recorded there, and attendance, captured leads, and the follow-up after the event stay with that invitation.
Keep the invitation list, its confirmations, and its reminders on one record.
Show who confirmed and who still needs a reminder before the event.
Read attendance and the leads captured at the event from the same invitation.
Hand a captured lead into follow-up with the invitation and the attendance still attached.
Keep attendance and the captured leads on the invitation, so follow-up starts from who actually came.

Limits
The record holds the list, confirmations, reminders, attendance, and captured leads. The sale stays outside it.
Handoffs
A captured lead goes to follow-up with the invitation and the attendance still attached.
Confirm first
Confirm the guest list, who receives reminders, and who owns follow-up before invitations go out.

Limits
The record holds the list, confirmations, reminders, attendance, and captured leads. The sale stays outside it.
Handoffs
A captured lead goes to follow-up with the invitation and the attendance still attached.
Confirm first
Confirm the guest list, who receives reminders, and who owns follow-up before invitations go out.