How to Enter Pickup on a Lead:

1. Click the Opportunities icon and select RFPS.



2. Using either the Lead Name or Lead ID, find the lead that you need to enter Pickup for.

RFP Search


3. Select the lead that needs Pickup entered. Once selected, choose 'Room Data' from Sections and click on Pickup.

Room Date


4. Fill in all sections under Pickup Rooms. Make sure to hit save before exiting the page.

Enter Pickup Rooms


5. If additional days are needed, click on 'ADD SHOULDER DAYS' and enter how many additional days before/after the meeting dates are needed.