6.59 (Anonymous)
Schedule
Create New
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Blackout
Check Availability
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All Events
Bar Games
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Create New Resource
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Songs by Title
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Karaoke Database
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Connect
Create New
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Deleted Manually
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×
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Next Action Template
Build workflow within events with Next Actions
Home
Setup
Next Actions
Action Template
Save/Close
Task & Resources
Next Action Title:
Action Description:
Event Admin (role):
Not Assigned
DJ
Stage Hand
MC
Photobooth
Event Resource (role):
Not Assigned
DJ
Stage Hand
MC
Photobooth
Action & Reminders
Time to Complete:
Day(s)
Email:
None
one hour prior
two hours prior
four hours prior
eight hours prior
twelve hours
one day prior
two days prior
three days prior
seven days prior
Admin
Staff
Text Msg::
None
30 Mins Prior
one hour prior
two hours prior
four hours prior
eight hours prior
twelve hours
one day prior
two days prior
three days prior
seven days prior
Admin
Staff
Robo Call:
None
10 AM Prior Day
Noon Prior Day
2PM Prior Day
5PM Prior Day
6PM Prior Day
7PM Prior Day
8PM Prior Day
Admin
Staff
Daily Summary:
Include Task
Do Not Include Task
Successful Completion Options
Event Status:
DO NOT CHANGE
New
Lead
Pursued
Pending
Confirmed
Post-Production
Completed
Lost
Postponed
Released
Cancelled
Unavailable
Archive
Delete
Referred
Set Date:
DO NOT CHANGE
Contract Sent
Contract Received
Deposit Paid
Balance Paid
Status-> Lead
Status-> Pursued
Status-> Pending
Status-> Booked
Email to Client:
None
------ Emails ------
-------- Contracts --------
Agreement (e-Sign)
------ Documents ------
Email to Staff:
None
------ Emails ------
-------- Contracts --------
Agreement (e-Sign)
------ Documents ------
Action Failure Options
Event Status:
DO NOT CHANGE
New
Lead
Pursued
Pending
Confirmed
Post-Production
Completed
Lost
Postponed
Released
Cancelled
Unavailable
Archive
Delete
Referred
Set Date:
DO NOT CHANGE
Contract Sent
Contract Received
Deposit Paid
Balance Paid
Status-> Lead
Status-> Pursued
Status-> Pending
Status-> Booked
Email to Client:
None
------ Emails ------
-------- Contracts --------
Agreement (e-Sign)
------ Documents ------
Email to Staff:
None
------ Emails ------
-------- Contracts --------
Agreement (e-Sign)
------ Documents ------
Save