•In this section, we will work through an example of a basic event booking process that begins with an Opportunity (potential event) initiated by a Lead (potential client).
NOTE: You must own the Sales Management Module to work with Leads and Opportunities in EventPro.
•Of course, all organizations will have variations from the sample process described above, so you can adjust your event booking process as necessary.
•Once you have completed the basic steps described above, you can begin filling in the the details of your event, such as adding resources, assigning staff, printing reports, and much more. Please refer to the User Manual topics below for further assistance.
•If you are directly booking an Event for an Account (a company or contact in CRM) without going through the Lead/Opportunity conversion process, see QuickStart: Event from Account below.
