New Sales request

01

Event details

The basics leaders need to understand the request.

Event name *

City and country *

Attendance format *

Start date *

End date *

Marketing completes the planning and budget status after Sales submits.The request remains in Marketing review until those fields and the registration cost are recorded.

02

Business purpose

Focus on concrete outcomes, not attendance alone.

Participation category *

AttendanceCommercial presenceSponsorship

Why is this event relevant to Sales priorities, territory, accounts, or pipeline? *20–600 characters

Expected meetings and opportunities *

03

Participants and budget

Meal limits are calculated at $60/day in LATAM and $80/day globally.

Travel policy region *

Round-trip airport ride groups

Participant

Name and role *

Reason for attending *

Local participantNo flight or hotel; attendance days still determine meals.

Attendance / travel days *

Travel start *

Travel end *

Flight (USD) Hotel (USD) Other ground transport (USD)

04

Ready for review

Check the request leaders will see before submitting.

EventUntitled eventLocation and dates pending

Business purposeNot providedRationale pending

Participants0 participantsTravel details pending

Estimated budget$0.00USD · planning estimate

Approval routeMarketing reviewVP of Business DevelopmentCOO

I confirm that the objectives, participants, and estimates are accurate to the best of my knowledge.