Events and Leads

Events

• Overview - How Do Events Work
• Using Event Dashboards
• Using "Favorites" to Organize your Event & Lead Dashboards
• Accessing Event Tools and Moving Between Events
• Adding a New Event
• Attendee Management - RSVP vs. Ticketing/Registration
See all 15 articles

Leads

• Overview - How Do Leads Work
• Using Lead Dashboards
• 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
See all 12 articles