Event Leads
The Event Leads are specified and modified in SCS, 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, and create tasks.
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 a folder, using the option.
- Create a new folder, using the option.
- Manage the list view, using the option.
- Create a new list view, using the option.
- Create a duplicate of an existing list view, using the option.
- Create a new event lead, using the option.
- Modify multiple event leads simultaneously, using the Mass Edit Selected Event Leads option.
- Create a duplicate of an existing event lead, using the option.
- Modify an event lead, using the option.
- Delete an event lead, using the option.
- Delete multiple event leads, using the Delete Selected option
- View the details of a lead by clicking on the Note: You can view the pending leads by clicking on the option on the Events Calendar page.
.
- Search for a lead, using the List View Search field.
Note: Leads that are generated from the website
can be automatically created in SCS through the Guest Portal. This feature however requires an
easy setup:
- Create a new event lead, using the option or,
- Navigate to an existing lead by clicking on the on the underlined lead name.