Everything you sell starts with a person. A contact is the person. A lead is that person asking about an event. A booked event is a lead that said yes. You keep contacts on Contacts and leads on Leads, and a booked event then shows on Booked Events and the Calendar. The same project record carries a lead all the way through, so nothing gets retyped when it books.
Keep your address book
Contacts has three tabs. All lists everyone, Follow-ups due shows who you owe a check-in, and Networking events tracks the places you meet people. Add someone with Add contact, or bring in a list you already keep with Import. Add a contact covers the form, the spreadsheet columns and why EventSage keeps one contact per email address.
Sort people into groups
Each contact has one relationship, one category and as many tags as you like. You create categories under Contact labels in Settings. Sort contacts with categories and tags shows how to file many contacts at once and how to rename a tag.
Enter a lead yourself
A person who fills in your inquiry form becomes a lead on their own, as Guide to forms describes. For someone who phoned or came by referral, use New Project on the Lead Funnel. Add a lead from a call or referral walks through it and explains what a new lead needs before it can book.
Move leads along
The Lead Funnel reads as a Kanban board or a List. Stages sit inside four fixed milestones, which are Leads, Booked, Complete and Closed lost, and you can rename the stages inside them with Rename your project stages. Move a lead through your stages covers the stage menu and the pricing check that guards the move to Booked. It also explains what a paid deposit does on its own.
Keep going
- The full first session
- In Guide to getting started.