How to Create a Shoot from a Relationship

To create a lead from a Relationship, first navigate to the Relationships tab and select a contact that you'd like to make the Main Contact of the new Shoot, and select the new Create Lead button.

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This will populate the contact's information in the Quick Lead field. Just choose a Shoot Type and Date and you'll create a new Lead/Shoot!

Create_Lead_Quick_Lead.png

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