Rock Paper Coin

To access the event industry's easiest inquiry and management system, upgrade to RPC Premium. Head to your company profile page (click the round menu icon in the top-right of your account). Your account will be updated immediately after upgrading.

Click the "Leads" icon in your left side navigation.

Here you will see leads you've manually entered as well as leads submitted through your website inquiry form (once you've built and published your form). To get started on your integrated inquiry form, click here.

You're able to view the lead name, email address, when it was received or entered, event date (if provided) and status. 

Viewed - when a lead has been viewed or manually entered

Enter the lead first/last name, email address, event date (if known), along with any notes you would like to capture

Click "SAVE" if you do not need to take any further action, "ADD CLIENT" if you would like the lead to appear on your CLIENTS page, and "SEND DOCUMENTS" if you would like to send a proposal, contract, or invoice

1. Click the "+ LEAD" button
2. Enter the lead first/last name, email address, event date (if known), along with any notes you would like to capture
3. Click "SAVE" if you do not need to take any further action, "ADD CLIENT" if you would like the lead to appear on your CLIENTS page, and "SEND DOCUMENTS" if you would like to send a proposal, contract, or invoice

Click the 3-dot icon next to the lead name:

"Send documents" to generate a proposal, contract or invoice

"Add client" if you would like to update the lead to a client

"Archive lead" to remove from your lead list. Note, to view archived leads, change the filter status from Current to Archived. You are able to view lead details, un-archive, and delete leads from your Archived view. See the list of reasons for archiving here:

- Budget - their budget did not meet your requirements
- Not Available - event date conflict
- Other - reason is not listed
- Spam - lead is not legitimate
- Unresponsive - lead was uncommunicative
- Duplicate - lead has already been captured

"Delete lead" to remove the lead from all views

1. Click "View lead" to see lead details
2. "Send documents" to generate a proposal, contract or invoice
3. "Add client" if you would like to update the lead to a client
4. "Archive lead" to remove from your lead list. Note, to view archived leads, change the filter status from Current to Archived. You are able to view lead details, un-archive, and delete leads from your Archived view. See the list of reasons for archiving here:
   - Budget - their budget did not meet your requirements
   - Not Available - event date conflict
   - Other - reason is not listed
   - Spam - lead is not legitimate
   - Unresponsive - lead was uncommunicative
   - Duplicate - lead has already been captured
5. "Delete lead" to remove the lead from all views

Pro Tip: Adding a reason for archiving leads is a great way to understand your company's lead trends and potential areas of opportunity. Access your lead reporting to view a cumulative summary.

How do I access leads in RPC?

Viewing leads

Lead Statuses

Manually adding a new lead

Managing leads