Event Leads

The Event Leads are specified and modified in ISC, but it does not exist in the Event Calendars. Most of the features available for Leads are like Events such as, the ability to log activities, send emails, create tasks and so on.

The Event Leads page allows you to view the list of event leads that are created by the user as well as generated from the website. The data on this page is displayed based on the values specified in the Folder and List View fields.

You can use this page to:

  • Manage the folders by using the Managing Folder option.
  • Create a new folder by using the New Folder option.
  • Manage the list view by using the Manage View option.
  • Create a new list view by using the New View option.
  • Create a duplicate of an existing list view by using the Copy View option.
  • Create a new Event Lead by using the New option.
  • Create a duplicate of an existing Event Lead by using the Copy option.
  • Modify an Event Lead by using the Edit option.
  • Delete an Event Lead by using the Delete option.
  • View the details of the Lead by clicking on the Lead Name.
    Note: You can view the pending Leads by clicking on the View Leads Pending option on the Event Calendar page.
Note: Leads that are generated from the website can be automatically created in ISC through the Guest Portal. This feature however requires an easy setup:
  • Create a new Event Lead by using the New option or,
  • Navigate to an existing lead by clicking on the on the underlined Lead Name.

You can also search for a Lead by using the List View Search field.