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Multi-Day Events

  • Multi-day events are any event that a franchisee is attending that lasts over more than one day.
    • For example: festivals, farmers markets, recurring cart spots, pre-paid events happening over multiple days
  • Each event date should have its own associated deal in Hubspot.
    • (If you have multiple carts and different locations at an event on the same day, only one deal needs to be created)
  • Once the deal for the first day of an event is in Hubspot, a franchisee can utilize the Clone Attack/Clone Deal function, which can be found by scrolling down the right sidebar of a deal record.
    • This feature copies all of the deal properties from the deal that is being cloned (other than Event Date) to reduce manual work.
    • Rename the deal to reflect the next event date, update the event date property and if event times if they've changed, and then select the appropriate pipeline and deal stage the deal should land in, and Clone Attack will do the rest.