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  1. Help Center
  2. Events and Leads
  3. Leads

Leads

  • Capturing Leads from The Knot + Wedding Wire
  • Legacy Lead Capture Forms vs. Existing Lead Capture Forms
  • Lead Capture Form Settings
  • Creating Multiple Lead Capture Forms for Different Purposes
  • Adding Custom Fonts to your Lead Capture Form
  • Lead Capture Setup: Embeddable Form Design
  • Creating a Custom Internal "Add Lead" Form
  • Lead Capture Setup: What Happens When a Lead is Captured?
  • Lead Capture Setup: Adding Event Budget
  • Lead Capture Setup: Adding Estimated Headcount
  • Lead Capture Setup: Adding Custom Questions
  • Sharing Lead Forms with Clients
  • Lead Capture Setup: Requesting a Venue Space
  • Lead Capture Setup: Scheduling a Tour
  • Lead Capture Setup: Adding Alternate Event Dates
  • Lead Capture Setup: Adding a Preferred Event Date
  • Adding Content Blocks to Lead Capture Forms
  • Leads Reporting
  • Adding & Managing Lead Sources
  • Creating a Custom Lead/Sales Pipeline
  • Overview - How Do Leads Work
  • Using Lead Dashboards
  • Adding a New Lead
  • Converting a Lead to an Event
  • Editing/Swapping Preferred and Alternate Event Dates/Times in 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
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