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How to Record the Stage of a Booking When It Is Lost in Event Temple

When a Booking is marked Lost in Event Temple, the Stage isn’t automatically changed. Archive it to keep the current Stage or manually record it in a Custom Field or Notes to track where the lead was lost.

Updated today

When a Booking Status is changed to Lost, Event Temple does not automatically adjust the Stage of the Booking.


Options to Record the Stage

  1. Archive the Booking:

    • Archiving preserves the Booking in its current Stage.

  2. Manual Recording:

    • If you change the Stage after marking the Booking as Lost, record the Stage in a Custom Field or in the Notes tab to reference later.

Recording the Stage ensures you can track at which point a lead was lost for reporting or analysis purposes.

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