Entity Actions

Manage entities in your CRM

From the CRM, organizers can manage entities with Entity Actions, including viewing/updating their information, removing contacts, resending confirmation email, and more.

Sample Entity Actions

To access the menu of entity actions, click on the three dots on the right hand side of the CRM for an entity.

Learn more about the following Entity Actions:

• Transfer Participant

• Check-In

• Resend Confirmation Email

• Export Signed Waiver

• Refund

The Entity Actions will vary based on Entity Types.