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Pipeline

Editing Gig Information

This guide will help you understand how to change the stage and status of your gig, and how to edit basic information.

Overview

After adding a gig in GiGS, you'll need to update its information as you progress through the sales process.

Editing Stage and Status Information

    • Navigate to the gig's detailed view.
    • Click on the Edit Stage or Edit Status button in the middle of the record to open the editing window.
    • In the window that appears, select the appropriate stage or status for your gig. Options include:
      • Status Options - This is the standing of the gig on your calendar:
        • Inquiry
        • Date on Hold
        • Confirmed
        • Completed
        • Lost
        • Abandoned
      • Stage Options - This is the level of communication you've had with the client about the gig :
        • Lead
        • Initial Contact Complete
        • Theme Call Complete
        • Session Description Sent
        • Speaker Agreement Sent
        • Speaker Agreement Signed
    • For example, if you've connected with the client, you might change the Stage from Lead to Initial Contact Complete and the Status from Inquiry to Date On Hold.
    • Your changes are automatically saved. Click the X to close the window.

Editing Additional Gig Information

  1. Viewing Additional Gig Information:
    • Go to the Info tab to view details such as attendees, lead source, industry, and whether the event is private, the theme and the description of the event.
  2. Modifying Information:
    • Click the Edit Info button in the More Info section.
    • Update the information fields as needed. For instance:
      • Change the industry to Tourism and Leisure Travel.
      • Specify the LeadSource, e.g., Stageside Lead.
    • If the event is not open to the public, click the Private checkbox.
    • Click the Update button to save the changes.

Conclusion

Updating the stages, statuses, and basic information of your gigs in GiGS is essential for managing your pipeline efficiently. By following these steps, you ensure that your gig information remains accurate and up-to-date.

For further assistance or feedback on this documentation, please contact our support team.