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Articles on: Sprwt Supprt

How do I turn a lead-form submission into a proposal?


Submissions from lead forms mapped to proposals appear at the top of the Events table as rows labelled New Lead (#id Lead from (form name)), counted in the New Lead pipeline stage. Click Generate Proposal on the row. The new proposal form is pre-filled from the lead: name, event date, start/end time, guests, notes, pickup or delivery and the address/phone/gate/delivery time. If the lead's email matches an existing customer it is selected; otherwise the Create New User form is pre-filled with the lead's first name, last name, phone and email so you can create the account in one click. Saving links the lead to the proposal so it disappears from the leads rows. Use the Delete button on a lead row to discard it ("Are you sure you want to delete this lead?").

Where to find it: /admin/events/proposals/0/lead/{leadId}