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| Gigbuilder : Leads | ||||||||
Fig. A  See Fig A. above. This view displays all leads. Leads can automatically be created by clicking Event Planning > New Event. Most will leads are set manually by changing the booking status from "New" to "Lead". "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 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 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 lead(s) with that date when pressing the "Enter" key. Type Of Event: This is the event type of the lead. Clicking the drop-down in the box above this column and selecting an event type will automatically return only the lead(s) with that type. Client Name: This is the primary client name of the 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 lead(s) for that name when pressing the "Enter" key. Next Action: This is the next action to be taken for the lead. Clicking the drop-down in the box above this column and selecting a next action will automatically return only the lead(s) with that next action. Primary Location: This is the primary venue of the 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 lead(s) with that venue when pressing the "Enter" key. Primary Phone: This is the primary phone number of the lead. This column cannot be searched.
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