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Sales · Sales / Booking

Move a sales lead from inquiry to live event

Track the opportunity, holds and commercial terms before handing a booked event into operations.

01

Before you start

  • Confirm you are working in the correct TandemOS organization.
  • Open the correct event, venue, space, person, or record before making changes.
  • Confirm your TandemOS role has access to the module used in this workflow.
  • Have the client/contact, requested dates, space preference, attendance, and commercial assumptions ready.
02

Complete workflow

  1. 1

    Open TandemOS Sales and review the pipeline dashboard.

  2. 2

    Select Add Lead only when a new inquiry or opportunity needs to be created.

  3. 3

    Enter the client, event concept, attendance and preferred venue/date information.

  4. 4

    Create date or space holds as the opportunity becomes qualified.

  5. 5

    Build the proposal / commercial terms and keep the current negotiation attached to the sales record.

  6. 6

    When the booking is approved, convert it into a TandemOS event instead of re-entering the event from scratch.

  7. 7

    Open the new event record and verify the inherited client, space/date and commercial context before event advance begins.

03

Verify the result

  • Confirm the opportunity stage, holds, commercial terms, and contract status are current.
  • When converting, open the live event and confirm the booking/contract context carried into the event record.
  • Do not rebuild executed commercial terms inside Settlement; they should come from Sales & Booking.
04

Troubleshooting

I cannot see the action or button.

Check your role, the active organization, and whether the required TandemOS product is enabled. If the action is event-specific, confirm you opened the correct event.

The record saved but another screen did not update.

Refresh the connected destination and confirm the source record is in the correct status. TandemOS only carries forward records that are ready/published/approved for that workflow.

The event does not reflect the negotiated deal.

Open Sales & Booking and verify the latest contract is executed and linked to the event. Finance should consume that contract basis rather than editing terms in Settlement.

See the connected system

This workflow does not live in isolation.

TandemOS carries the same event, people, permissions and operating history through the rest of the venue lifecycle.

See productExplore platform