Converting a lead to 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 the ellipses icon to view the menu.
  4. Click Convert to Event. The Convert to Event page is displayed.
  5. Select the Add Converted Event to Existing Master Event check box to add the event to the master event.
  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.
    Copy Services
    Select this check box to copy services of the event lead to the event.
  7. Click Continue. The Event page is displayed.
  8. Specify required information on the Event page.
  9. Click Save.