Shortlists overview

Manage event shortlists and post-event follow-up.

Overview

Shortlists group people you intend to meet at an event (or similar campaign). Use them for prep assignments and post-event follow-through.

Open Shortlists from Events or the workspace navigation (where available).

Open a shortlist to see members, notes, and linked contacts.

After the event, convert conversations into tasks and contact updates while context is fresh.

Post-event follow-up

Turn event conversations into contacts, tasks, and timely outreach.

Create a shortlist from an event

Start a meeting plan from an event page.