Checking package availability and converting an event

  1. Select Event leads. The Event Lead List page is displayed.
  2. Click the name of an event lead in the Event Leads section. The Event Lead details page is displayed.
  3. Click ellipses to view the menu.
  4. Click Check Package Availability and Convert to Event. The Convert to Event page is displayed.
    Note: You must click OK on the window that is displayed to view the Convert to Event page and proceed further. The functions and services added to the event lead are not displayed when converted to an event.
  5. Select an appropriate option from the Starting Event Status list in the Initialize New Event Values section. Possible Values:
    • New
    • Inquiry
    • Proposal
  6. Specify this information in the Lead Copy Options section:
    Copy Additional Contacts
    Select this check box to copy the additional contacts of the event lead to an event.
    Copy Notes
    Select this check box to copy notes of the event lead to the event.
  7. Specify this information in the Check Package Availability Options section:
    Site
    The site for which you require to check the availability to organize an event.
    Date
    The date for which you require to check the availability.
    Start Time Between
    The start time of the event for which you require to check the availability.
    And
    The end time of the event for which you require to check the availability.
    Attendance
    The number of guests attending the event.
    Package Type
    The type of the package associated with the event.
  8. Select a package that you require in the Available Packages section.
  9. Click Check Package Availability.
  10. Select an appropriate slot that you require in the Available Package Time Slots section.
  11. Click Continue. The Event page is displayed.
    Note: You can add or modify the event details, and add the billing details, as required.
  12. Click Save.