Assigning Venues and Spaces/Rooms to Leads

Video Tip - Go to the 7:48 mark in the video below for how to assign Venue spaces/rooms to Leads.

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:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. Under the "Contacts, Vendors & Venues" heading, click on the "Venues" tab and click on the "+" button.
  4. Select a Venue and then a Space/Room in the dropdown menus at the top of the form.
    • If one or more Floorplan Templates have been attached to the selected Space/Room, you can select a Floorplan in the "Attach Floorplan Templates" dropdown menu and it will automatically be added to the Event.
  5. Add a "Reserved From" date and time and "Reserved To" date and time.
  6. Click "Save" when you are finished.
  7. Repeat if you need to add more than one Venue/Space/Room reservation for the Lead.

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.

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