Leads
- Duplicating or Copying a Lead
- Adding Custom Fonts to the Lead Capture Form
- 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
- 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