Leads submodule

Overview

Under Contact module → Leads you manage event-related interactions and invitation processes.

Features

Leads overview

The list shows involved contacts, type, status, and event, among other fields. Use the search bar to filter leads across the organization.

Create lead

1. Click the plus icon at the top right.
2. Select the type and fill in the required fields.
3. Click Save (bottom right).

Edit lead

1. Click the edit icon to the left of the lead.
2. Update the fields you want to change.
3. Click Save.

Delete lead

1. Open the lead via the edit icon.
2. Click Delete (bottom right).
3. Confirm with Delete in the dialog.

Lead types

• General
• Event participation invitation
• Speaker invitation

Fields

1. Type and status (Open / Closed)
2. Event
3. Involved contacts: Contacts with roles (also shown inline as cards)
4. Event categories & access voucher: Assignment to lead categories and automatic vouchers
5. Invite manually: Controls manual invitation logic
6. Assigned users / member roles
7. Description
8. Activities: Chronology of all interactions

Activities

Can be added manually: Event invitations, call logs, mail logs, opt-outs

Created automatically: Ticket purchase, event mailing, event category change, contact merge, mail error

Usage

Leads connect contacts with events — from the first invitation through ticket purchase and category assignment.