It is possible to add multiple contacts to a single event. Once multiple contacts are added, they can be looped into Discussions, sent Documents, or allowed to submit Payments.
If you need to add a second contact to an event, you will want to click “Edit” in the upper right-hand corner of the Event Details page.
Then, click “Add a Contact” on the next page. Use the popup window to search for the Account/Contact if they already exist. If they do not, create an Account first, then add the information for the new Contact.
It’s important to note that only the primary contact will flow onto the documents automatically, so if you need this second contact to become the primary, click on their name where it appears under the Event Status options. Check the box that says "Make Primary for this event." Then, be sure to click Update at the bottom of the page!
