Lead Details

This section displays the information related to a lead, an event that is yet to be contracted. You can review the details such as the name of the primary contact, the type of event, the lead status, estimated guest attendants for the event, the start and end time of the event.

You can modify an existing lead details, using an Edit option.

You can also click the ellipses icon on this page to:

• Copy an existing lead details, using the Copy option.
• Delete an existing lead details, using the Delete option.
• Convert a lead to an event, using the Convert To Event option.
• Convert a lead to a guest rooms event, using the Convert To Guest Rooms Event option.
• Check package availability and convert a lead to an event, using the Check Availability and Convert To Event option.
• Check location availability and convert a lead to an event, using the Check Package Availability and Convert To Event option.
• Add a service menu to an event lead in the new view, using the Service Menus (New) option.
• Add a service menu to an event lead in the old view, using the Service Menus (Classic) option.