Link HighLevel contacts to your eSpeakers events

The events that you manage in the eSpeakers Calendar have people that go with them, usually 2 or 3. Your primary contact, the A/V guy, your airport pickup, etc.

You can add as many contacts to an event as you want by typing in their contact information. But often, these contacts already exist in your HighLevel CRM (that's what your CRM is for -- managing contacts).

Contacts that already exist in HighLevel can be linked to an event without having to re-type their information:

  1. While you are in the eSpeakers Calendar, pull up the event to which you want to add a contact.
  2. Click on the CONTACTS tab.
  3. Next to the "Grab" button, click the dropdown list and choose FROM HIGHLEVEL.Choose HIGHLEVEL from the GRAB menu.
  4. Click the GRAB button, and type the name (or a part of the name) of a Contact already in HighLevel.

    After typing in your search text, click the MAGNIFYING GLASS button.
    Grab a contact onto an event.
  5. Any HighLevel contact that matches the text you entered will be listed. Click the one you want and click the GRAB button next it.
  6. The contact data from HighLevel will be copied into a new contact form. You can update or change anything you like before clicking the ADD NEW CONTACT button.

    Fill in the grabbed contact.
    Note: this process has made a copy of the contact from HighLevel. Changes you make here do not affect the original contact in HighLevel.