Hi Nicole,
Thanks for sharing this! I'd recommend the
Strategic Meetings Management training to start for your planners. They can access this when logging into the Community > Training tab > Online Learning by Role > Strategic Meetings Management. There are also some great modules within the
Cvent System Admin learning plan that sound like they would be a fit, particularly Meeting Request Form and Meeting Request Workflow.
Please let me know if you have any questions or feedback!
Best,
Danni
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Danni Czark
Senior Associate, Online Community Marketing
Cvent
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