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 it to open the Lead Dashboard.
  3. In the left subnavigation box, click on the "Venues" link and click the "Add Venue" 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.

Video Tip - Go to the 5:15 mark in the video below for Event tool navigation tips.

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