Follow opportunities and next actions
Track commercial progress and keep follow-up work assigned.
Step by step
- Find or create an opportunity for the relevant company. Set its commercial stage, estimated amount, currency and due date.
- Update the opportunity as discussions progress. Review the company and edition before using the exhibitor registration action.
- Use Tasks to follow the work still to do. Review each task’s associated company or edition, owner and deadline.
- Mark completed tasks done. Reopen a task when follow-up work is still required.
Check your work
Each active opportunity has an accurate stage, and outstanding work has a clear owner and due date.
If something looks wrong
An opportunity is not automatically an exhibitor participation. Check the registration step and edition before assuming the company appears in Exhibitors.
Still need a hand? Contact the SummitBase team with the edition and the action you were trying to complete.