Overview - How Do Leads Work

Inside the Leads tab in the main navigation bar, you can enter and track all your prospects through every stage in the sales cycle as well as access the tools you need to convert them into Events.

You can create an unlimited number of Leads in your account as well as set up a Lead Capture form to put on your Website that will deposit captured Leads into your Planning Pod account (and notify you when they come in).

You can use the Tags tool to create labels for each step in your sales process and apply these Tags to your Leads. You can also place a Hold on a date/time and venue/space for a Lead and schedule the Hold to expire at a certain date.

You can assign a tentative Event date/time as well as one more more Contacts to a Lead, including one or more client Contacts as well as internal staff members who are responsible for following up on the Lead. You can also assign one or more Venues and Spaces/Rooms to a Lead as well as create a Vendor List for a Lead.

When a Lead converts into an Event, you can click on the "Book Event" button in the top right corner of the Lead Dashboard to create a new Event from the Lead (which will pull all the information from the Lead into the new Event).

Inside of each Lead, you have access to several tools for managing Lead details, including:

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