Creating an event lead

  1. Select Event Leads. The Event Lead List page is displayed.
  2. Click New. The Event Lead page is displayed.
  3. Specify this information in the Lead Details section:
    Division
    The name of the division to which the event lead must be created.
    Site
    The site where you require to perform the event.
    Lead Name
    The name of the event lead.
    Primary Contact
    The primary contact related to the event lead.
    Salesperson
    The default user who has logged on to the application.
    Note: The default user can assign another user as the salesperson.
    Owner
    The default user who has logged on to the application.
    Note: The default user can change the ownership to another user.
    Is Option Hold
    Select this check box to view the event lead in the event calendar.
    Note: You can view the event lead in the event calendar only when the event lead has an event lead function added.
    Option Hold Rank
    A rank defined for the option hold to prioritize the event lead if the current event is cancelled.
    Package Type
    The type of package for the event lead.
  4. Click Save.