SAGA EVENTS & HOLIDAYS

Team portal

One place for the pipeline so far — log a lead, or close a deal. More stages get added here as they're built.

Lead capture 1–3

Deal closure 6

New enquiry

ID assigned on save

New lead

Find existing

Prospect / company name

Contact person

Phone number

Requirement

Tentative event date

Budget range

Source

Notes (optional)

The phone number goes straight into the restricted contacts sheet — Backend, Operation, Creative and Account never see it. They'll only ever see this lead's ID.

Lead saved

SAGA-L-000

Give this ID to Backend along with anything discussed on the call.

Start typing to search existing leads

Team portal

New enquiry

Lead saved

Find the lead to close

Deal closed