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A: The lifecycle steps do not have to be completed sequentially.
Best Practices
Begin the day by reviewing pertinent information on the Home screen, to ensure you have addressed items that need timely attention. Utilize Navigation shortcuts, such as the Breadcrumb trail and the search feature to navigate quickly to desired information. Improve operational efficiencies by tracking leads, setting tasks, following up, and successfully tracking pertinent life cycle steps once the Leads are converted to Events.
Downloadable Guide
Banquets - Events & Event Lifecycles GuideLifecycle
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