Events and Leads

Events

• Overview - How Do Events Work
• Accessing Event Tools and Moving Between Events
• Adding a New Event
• Attendee Management - Registration vs. RSVP
• Adding/Editing an Event Date/Time
• Assigning Venues and Spaces/Rooms to Events
See all 11 articles

Leads

• Overview - How Do Leads Work
• Adding a New Lead
• Converting a Lead to an Event
• Adding/Editing a Tentative Event Date/Time to a Lead
• Assigning Venues and Spaces/Rooms to Leads
• Assigning Contacts to Leads
See all 12 articles