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Events and Leads

Events and Leads

Leads

Lead Capture Setup: Adding Estimated Headcount

Lead Capture Setup: Requesting a Venue Space

Converting a Lead to an Event

Lead Capture Setup: Adding Alternate Event Dates

Placing a Hold for a Lead

Overview - How Do Leads Work

Adding Custom Fonts to the Lead Capture Form

Lead Capture Setup: Embeddable Form Design

Adding & Managing Lead Sources

Duplicating or Copying a Lead

Using the Filter/Search Feature for Leads

Assigning Contacts to Leads

Lead Capture Setup: What Happens When a Lead is Captured?

Creating a Custom Lead/Sales Pipeline

Capturing Leads from The Knot + Wedding Wire

Adding Vendors to a Lead Vendor List

Lead Capture Form Settings

Setting Up Lead Capture/Collection for Your Website

Adding Content Blocks to Lead Capture Forms

Lead Capture Form: Where to Locate Your Form Answers

Lead Capture Setup: Adding Custom Questions

Sharing Lead Forms with Clients

Assigning Venues and Spaces/Rooms to Leads

Editing/Swapping Preferred and Alternate Event Dates/Times in a Lead

Creating Multiple Lead Capture Forms for Different Purposes

Lead Capture Setup: Adding Event Budget

Using Lead Dashboards

Lead Capture Setup: Adding a Preferred Event Date

Legacy Lead Capture Forms vs. Existing Lead Capture Forms

Closing a Lead

Adding a New Lead

Lead Capture Setup: Scheduling a Tour

Creating a Custom Internal "Add Lead" Form

Leads Reporting

See more

Events

Managing Repeat Events in Planning Pod

Attendee Management - RSVP vs. Ticketing/Registration

Assigning Venues and Spaces/Rooms to Events

Adding/Editing an Event Date/Time

Managing/Using Headcounts for Events

Downloading PDF and .CSV Files for Event Tools

Using the Filter/Search Feature for Events

Adding Vendors to an Event Vendor List

Using Event Dashboards

Using "Favorites" to Organize your Event & Lead Dashboards

Overview - How Do Events Work

Assigning Contacts to Events / Managing Event Access

Accessing Event Tools and Moving Between Events

Adding a New Event

Duplicating or Copying an Event

Archiving an Event

Creating/Customizing Event Types

See more