Help Centre / Using Your Dashboard
Events tab vs Interested Leads: which one needs you
If you only check one page, make it Events. That's where the leads who are ready to book live, and every one of them was also sent to your inbox.
| Interested Leads | Events | |
|---|---|---|
| Who's in it | Everyone who replied with interest | Leads who asked for a quote, a call or a booking |
| Who's working them | Mostly Event Captain's team | You |
| Were you emailed? | Not yet, unless you clicked Introduce me | Yes, you were CC'd and got a New Event Request |
| Action needed | None, unless you want to jump in early | Reply to the lead |
Up next and Hot leads
The Up next page in the left menu, and the Hot leads list on your Dashboard, show the same leads from an action angle. Each one carries a status: Respond to Inquiry means it's your move, Waiting on their reply means the ball is with the planner, and Sales assistant replying means our team is handling it. Work from Up next if you want a daily to-do list.
A simple rule
If it's in your inbox, it's yours. If it's only in Interested Leads, we've got it.
Keeping Events up to date
When a lead books, cancels or goes quiet, update the status on the event or add a deal note. It takes ten seconds and it's how your booking numbers end up correct on your monthly check-in. If your email is connected we'll catch most of this on our own, but a quick status update is still the most reliable signal.
Can't find what you need? Reply to any email from your Event Captain team and we'll sort it out.