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EventPro Software User Manual

Breadcrumb Trail: Lead & Opportunity Management > Convert Opportunity to Event

Event Client & Contact Information

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On the Event Client & Contact Information page, you will confirm the Event Client, and enter information about other Accounts related to this event, if applicable.

1.The Event Client will default to the Opportunity Client.

2.The rest of the page is the same as the Event Client & Contact Information page in the regular Event Creation Wizard.

If you need to review how to assign Bill To, Agent, and Deliver To Accounts, as well as Other Contacts, consult the instructions under Create New Event > New Event from Venue Calendar: Wizard > Event Client & Contact Information.

When you have completed this page, click Next to proceed to the Basic Event Information page.

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