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
- Adding Vendors to a Lead Vendor List
- Placing a Hold for a Lead
- Closing a Lead
- Using the Filter/Search Feature for Leads
- Setting Up Lead Capture/Collection for Your Website
- Importing a Prospect List