Leads - Adding a New Lead or Event

See the steps below on how to create a lead/event, and you can also reference this video, too. 

First, you will want to navigate to the Leads/Events Page.

Now that we are starting a new lead/event, we just have to fill in necessary details like the ones detailed below.

  1. Select Event Date/Time.

  2. Fill in rentals.

  3. Fill in customer info.

    When filling in this information, it is good to use the suggested addresses that populate, as this helps with taxes and also the delivery planner.

  4. Fill in venue info (or copy from customer info).

  5. Fill out any additional fields you would like.
  6. Select the status of the event.

    If this is just a quote, you can just leave it in the "Quote" status. If this is an event you are entering that has already been booked and you just need the items taken out of availability you will want to put it in a status like "Confirmed" so the items are reserved.

  7. Hit the "Save" button.

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