Process a request

How to process requests in Leads (Inbox)

1. Open the Inbox

• In the sidebar, click Leads or Inbox.
• Select a request from the list on the left (newest first).
• In the right panel, read the original message and review the AI-extracted fields (name, email, requested date, guests, event type, budget), plus source and date received.
• If available, use the confidence score or AI summary to prioritize.

1. Check and correct extracted information

• In the detail panel, edit any incorrect or missing fields (contact details, date, guests, event type, budget).
• These corrected values will be used if you create an event.

1. Create an event from the request (when it’s a new opportunity)

• Click Create an event in the detail panel.
• Review the pre-filled form.
• Adjust venue, space, dates, and status (Option, Confirmed, etc.).
• Click Create or Save.
• You’re redirected to the event page; the request is marked as processed and may be automatically linked.
• From the event, you can create quotes, send emails, and add tasks.

1. Reject a request (spam or irrelevant)

• If it’s spam, a newsletter, or off-target, click the Trash / Reject icon.
• The request is removed from the main list but can usually be restored from rejected items or via filters.

Tips & FAQ

• Configure real-time notifications under Settings > Notifications (or My account > Settings).
• Use Inbox filters (source, period, read/unread) to focus on priority leads.
• Response time: No technical limit; received date is tracked and response time appears in Reports (Reporting & performance).
• One event per request: Each lead can be converted into only one event. If the client mentions several dates/venues, create one main event and store alternatives as notes or variants in that event.

Related docs

• Understanding Leads (Inbox)
• Create an event
• Event emails