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Hello,
I am slowly becoming familiar with the Marketing platform so maybe it's a silly question!
I can't find a way to give access to the event i create to my sales team (without marketing licence).
I created an event, and I wanted to make some test in order to see how they could add some participants themselves during the event.
I tried to share the event to a sales person but he can't find a notification or anything mentioning the share.
I tried to make him an event team member, but same, can't find where to find the notification;
I tried to attribute a task directly from the event, that he can see in his task but can't click on the event !
and I made sure that he has an event planner security role but they don't have marketing licence (we can't give marketing licence to everyone juste to access event)
Is there a way for my sales team to access event i created ?!
thank you for your help.
yes, on their sales platform they don't have an event menu as I have in the marketing place.
I find a way to share it with them though, I didn't see I could copy the link toward the back office event via email.
Even if it's not as easy to use as an event menu, at least they can access it through a link I can send to them.
BUT ! I have another issue ! they can't add new subscriptions directly from it.
My marketing coleague can, but the sales person cannot, event with event administrator role (I tried), they don't have the + new subscription.
This was the easiest way i found to create a list of the persons they meet on our booth during congresses (to create then a segment in a few seconds)
is there an easy solution for them to be able to add new participant/subscribers ?
Thanks!
i understand, if the event is created within the business unit they belong to, it is expected that event planner role will be sufficient. docs.microsoft.com/.../admin-users-licenses-roles
is the issue that they can not see the event at all?
This gives access to the public website.
but I would like them to have access on the backoffice from their dynamics platform in order to see every information I specified (organization team, contact, place..)
and add participants they meet on our booth directly from there. With the public website we have to log again, it's not as simple as I would like.
Do they need Event aministrator right to get access to my event from their Dynamics ? They have Event planner right but doesn't seem to do anything.
Thank you for your help
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Holly Huffman
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