WWhy Summits — Sales
OverviewRepsCallsDealsEventsTimesheetLeaveAdmin
Dev

Events

0 project codes. These are the canonical event identifiers (e.g. CH PM 0426) used to join deals to events.

CodeNameCityDatesActive
No events yet. Click + New event to add one.

Events are joined to deals via deal_line.event_code = project_codes.code. When deals are imported and reference an unknown event_code, the deal_line is still created but won't join cleanly. Best practice: create the project_code row before running the deal import.