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User Stories & Use Cases
Summit Events is a dynamic and flexible tool and there are various use cases that this tool may be able to solve for. Take a look at the various examples and some ideas on how it may be able to solve some of your event and registration management use cases.
Note: All of the use cases below do NOT include any type of financial transactions. Any financial transaction ability is custom to each organizations development above and beyond the core functionality of the tool.
Not for Profit Examples:
Education Examples:
Various organization and education institutions may either want to offer or capture individuals who may be visiting their location. The occurrences in this use case are tracking daily visitors who might be might be registering ahead of time or may be walking in and you'd like to capture their information in that moment, but streamline to your existing Salesforce database the same way a pre-registered attendees.
Examples may include:
- Daily Campus or Building Tours
- Walk-In Meetings
- Setting Up Summit Events After Installing Package
- Steps To Do Before You Start Using Summit Events
- Setup Contact Matching
- Setup Lead Matching
- Create an Event
- Create an Event Instance
- View and Edit Event Registration
- Create Event Appointment Types and Manage Event Appointments
- Create an Event Host
- Create an Event Email