EventPro Software User Manual

•After you launch the Event Creation Wizard for the New Event from Opportunity option, you can follow these steps:

1. Select Opportunity

2. Opportunity Information

3. Event Client & Contact Information

4. Basic Event Information

5. User Fields (unless not applicable, or skipped)

6. Notes (unless skipped)

7. Contract/Deposit Information (unless skipped)

8. Booked Location Defaults

9. Review & Edit Booked Locations

10. Email Confirmation to Client (unless skipped)

11. Event Screen