Assigning Venues and 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 the "Open" link for that Lead.
  3. Find the "Venue Bookings" box and click on the "+" symbol in the top right corner of that area.
  4. 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.
  5. Click "Save" when you are finished.
  6. 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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