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  2. Events and Leads
  3. Leads

Leads

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  • 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
  • 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