Managing Leads in EventDesk

The Leads section helps you track potential clients from first contact to conversion.

You can:

• Add new leads
• Update lead status
• Track progress
• Convert leads into clients
• Monitor lost opportunities

 

Understanding Lead Status

Leads are categorized into the following stages:

• New – Recently added lead
• Contacted – Initial communication completed
• Proposal Sent – Estimate or proposal shared
• Follow Up – Awaiting response or further discussion
• Converted – Lead successfully converted into a client
• Lost – Lead did not proceed

You can filter leads using these status tabs at the top.

 

Adding a New Lead
Follow these steps to create a new lead.

 

Step 1: Go to Leads

1. From the left sidebar, click Leads.
2. Click Add Lead.

The Create New Lead window will open.

 

Step 2: Enter Lead Details

Fill in the required information:

🔹 Name *
Enter the lead’s full name.

🔹 Email
Enter their email address.

🔹 Phone
Enter contact number.

🔹 Company
Add company name if applicable.

🔹 Address
Enter their location details.

🔹 Status *
Select the current stage (default: New).

🔹 Notes
Add additional information such as:

• Event requirement
• Budget range
• Discussion summary

 

Step 3: Create Lead

Click Create Lead.
The lead will now appear in the Leads list.

 

Updating Lead Status
To move a lead through the sales process:

1. Open the lead.
2. Edit the Status field.
3. Save changes.

Keep the status updated to reflect real progress.

 

Converting a Lead to a Client
Once a lead confirms:

1. Update status to Converted.
2. Create a client profile (if not already created).
3. Proceed with event creation and estimates.

 

Marking a Lead as Lost
If the opportunity does not proceed:

1. Update status to Lost.
2. Add notes explaining the reason.

This helps track conversion rates and improve strategy.

 

Searching & Filtering Leads
Use:

• The search bar to find a specific lead.
• Status filters to view leads by stage.