How Do I Convert a Lead to a Booking in the Mobile App?
Great News - you've received confirmation from a lead that they would like to move forward with their event! Now you can convert this lead to a booking directly from the mobile app! To do so, follow the steps below:
- Head to the Leads tab, and select the guest name that needs to be converted.
- Select Calendar + icon in the upper right-hand corner to enter convert mode.
- Input all required fields including Event Name, Date, Location, Rooms, Booking Owner and Status. Required fields will be denoted by a red bar on the left side of the screen.
- You can also include additional information such as Contacts and Tracking.
- Once all edits are complete, select 'Save' in the upper right-hand corner!