Generating a document for an event lead

  1. Select Event Leads. The Event Lead List page is displayed.
  2. Click an event lead name. The Event Lead details page is displayed.
  3. Click Generate Documents in the Communication History section. The Generate Documents page is displayed.
  4. Select a Related Business Type and a Related Business Name in the Business section.
  5. Select a folder in the Choose Document Template section in which the required document template is added that must be generated.
  6. Select a document template, you require to generate, in the Choose Document Template section.
  7. Click Generate Documents.
  8. Click Done.