Create your first event

Set up the first event in Lead Companion.

Mobile app tutorial showing three-step event creation process: event details, customer profile setup, and qualifying questions configuration

Only “Editors” can do this step. If you are a “Viewer”, you will be added to an event once it is created by an “Editor”

Steps to take

  1. Click “Create Event” and add:

    1. Event name

    2. Event start & end date

  2. Define your Ideal Customer Profile (ICP)

    1. Option 1: Start from scratch - build your own

    2. Option 2: Use an existing template*

  3. Click “Create Event” button

    1. The event will now show up in your events list

  4. Optional: Set up Qualifying Questions (QQ)

    1. Pick a template* (custom or generic)

    2. Adapt questions based on chosen template & save