You can assign one or more Venues and Spaces/Rooms to a Lead, including assigning dates/times to those Venue/Space/Room assignments (in case they differ from the tentative Event dates/times).
To Assign a Venue and Space/Room to a Lead:
- Click on "Leads" in the main navigation bar.
- Find the appropriate Lead and click on the "Open" link for that Lead.
- Find the "Venue Bookings" box and click on the "+" symbol in the top right corner of that area.
- Select a Venue and then a Space/Room in the dropdown menus at the top of the form, then add a "Reserved From" date and time and "Reserved To" date and time.
- If there are any Floorplan Templates attached to those Spaces/Rooms, you can add those to the Lead in this form. These Floorplans will then be added when the Lead is converted into an Event.
NOTE: When you add "Reserved From" and "Reserved To" dates and times to the Lead, these will display on the Calendars tool as a Lead, NOT an Event.