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 less ▼

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 less ▼