How do event suppliers use Coordinate with their team?

Coordinate gives sales/BD teams a shared board to move event opportunities from idea to action, fast.

• Assign ownership: prevent duplicate outreach; know who’s driving each event.

• Centralise proof: attach proposals, past work, rate cards; paste links as notes.

• Stay aligned: see teammates’ interest, questions, and blockers in one place.

• Pipeline clarity: Kanban stages (exploratory → in discussion → proposal sent → closed).

Steps

1. Agree team stages and priority labels (hot/warm/cold).

2. Create saved views or use filters (By Owner, This Month Deadlines, APAC Only).

3. Add a note template: “Update | Next action | Owner | Date”.

4. Run a weekly 20-min review: filter by Pending/In Discussion, clear next actions.

5. When ready, move to Prospect Outreach for organiser comms.

Tips

• Use short tags in notes: [price], [booth], [legal], [CFP].

• Keep proposals attached to the event record—no hunting for v12-final.pdf.

• Turn on notifications only for events you own to avoid noise.