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| Gigbuilder : Pursued Leads | ||||||||
Fig. A  See Fig A. above. This view displays all pursued leads. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column will automatically limit the pursued leads listed to what is being searched for. A red "Clear" link is provided to clear the search. The following columns of information are displayed on this page: Event Date: This is the event date of the pursued lead. Clicking any event date will open the event file for that date. Entering a specific or partial date in the search box above this column will automatically return only the pursued lead(s) with that date when pressing the "Enter" key. Type Of Event: This is the event type of the pursued lead. Clicking the drop-down in the box above this column and selecting an event type will automatically return only the pursued lead(s) with that type. Client Name: This is the primary client name of the pursued lead. Clicking any name will open the detailed client information file for that name. Entering a specific or partial name in the search box above this column will automatically return only the pursued lead(s) for that name when pressing the "Enter" key. Next Action: This is the next action to be taken for the pursued lead. Clicking the drop-down in the box above this column and selecting a next action will automatically return only the pursued lead(s) with that next action. Primary Location: This is the primary venue of the pursued lead. Clicking any venue will open the detailed venue information file for that venue. Entering a specific or partial venue in the search box above this column will automatically return only the pursued lead(s) with that venue when pressing the "Enter" key. Resource: This is employee #1 assigned to the pursued lead. Clicking any employee will open the detailed employee information file for that employee. This column cannot be searched. |
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