Your 1st Event | 02 Add Your People | SANDBOX EXERCISE Procedures

Your Journey:

This is Step 2 of 5 setup objectives that will get you to Your 1st Event:

• 01 Configure Your Background Settings
• 02 Add Your People
• 03 Load Your Content
• 04 Configure Your Communications
• 05 Run Your Event

Your Tasks:

*The below follow on from previously completed learning objectives

5. Create accounts: Salsero, Home Chef
6. Create venue: Salsero Headquarters
7. Create contacts: Tricia Yardling (instructor), Freddy Mantle (student)

Your Procedure:

Working in your sandbox environment, use the following procedures to configure background setting elements.

NOTES:

Procedures follow the demonstration video exactly; if you get stuck, refer back to the video for visual support.

6. Task six: create your new accounts, Home Chef and Salsero
   1. Click CRM in the top left
   2. Click Accounts
   3. Click the New Account button
   4. Add the account name: Home Chef
   5. Check the “Partner” checkbox on the right
   6. Click “Create Account”
      
      NOTE: as desired, you can add all sorts of additional account information in the default fields provided - as well as add custom fields unique to your needs - but we’ll do this at a later date.
      
      Our Home Chef account is now in place, now let’s add Salsero.
      
      
   7. Click CRM in the top left
   8. Click accounts
   9. Click the New Account button in the upper right
   10. Add the Account name: Salsero
   11. Check the “Supplier” checkbox on the right
   12. Check the “Venue” checkbox
   13. Click “Create Account” to save

7. Task seven: add a new venue to the Salsero account you just created
   1. Click the Event tab at the top left of the Salsero account
   2. Click the New Venue button on the right
   3. Enter venue details so we can call them into merge fields on communications later:
      1. Name = Salsero Headquarters
      2. Location = Toronto
      3. Description = 123 Maple Leaf Way, Toronto, Ontario, M5K
   4. Click the Add New Venue button to save

8. Task eight: add your contacts, Tricia Yardling (instructor) and Freddy Mantle (student)
   1. Click the Search icon - the magnifying glass - in the upper right corner
   2. Type Salsero and click Search
   3. Click the Salsero hyperlink that results under the Accounts header
   4. Scroll down the page and click the New Contact button
   5. Type Tricia in the First Name field
   6. Type Yardling in the Last Name field
   7. Type tyardling@salsero.com in the Email (Primary) field
   8. Click into the dropdown field under Contact Identity and select Instructor
   9. Click the Submit button to save the new contact
   10. Click the Search icon - a magnifying glass - in the upper right corner
   11. Type Home Chef and click Search
   12. Click the Home Chef hyperlink that results under the Accounts header
   13. Scroll down the page and click the New Contact button
   14. Type Freddy in the First Name field
   15. Type Mantle in the Last Name field
   16. Type Freddy’s email address in the Email (Primary) field
       
       NOTE: this will be the student you use for training; as such, you’ll need to use the email associated with your sandbox so you can verify communications that get sent in a later step.
       ja+fmantle@getadministrate.com
   17. Click the Submit button to save the new contact

Our people are now added for our upcoming event. You’ve successfully completed this training demonstration and can now return to the Your 1st Event Learning Path main menu to learn how to Load Your Courses into the system.