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EventPro Software User Manual

Breadcrumb Trail: Lead & Opportunity Management > Create Opportunity

Preferred Dates/Times/Locations

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1.Under the Preferred tab, you can indicate the preferred dates, times and locations for the potential event.

2.Under the First Choice, Second Choice and Third Choice tabs - as applicable - enter information in the relevant fields:

a.Date From, Time From, Date To, and Time To.

b.Preferred Location: The Preferred Location drop-down displays the Locations set up in your Venues. If applicable, select a Preferred Location for each Choice.

c.Note that if there is an Offsite Address already entered, you will not be able to select Preferred Locations.

d.Offsite Address:  If applicable, you can enter an Offsite Address by clicking the ellipse next to the Offsite Address field. Note, however, that you can only select an Offsite Address if you left the other Preferred Location fields blank. If a Preferred Location has already been selected, you won't be able to edit the Offsite Address.

Next: Opportunity Attendance/Value

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