| 3 Month Call | 7 Days | Custom Action from version 5 |
| Call Customer | 3 Days | Seeing if they wish to secure the date |
| Call | 7 Days | Pricing |
| Client Meeting | 7 Days | Meet with Client |
| Event Prep | 7 Days | Put together event materials |
| Follow up from Meeting | 7 Days | Custom Action from version 5 |
| Follow Up with Client | 7 Days | Custom Action from version 5 |
| Get all final information for party | 7 Days | Custom Action from version 5 |
| Mail Information | 7 Days | Postal Mail Info |
| Meet With Client | 7 Days | Custom Action from version 5 |
| Receive Contract | 7 Days | Custom Action from version 5 |
| Return Call | 7 Days | Return client phone call |
| Schedule Final Meeting | 7 Days | Custom Action from version 5 |
| Send contract | 7 Days | Custom Action from version 5 |
| Send email confirming booking | 7 Days | Custom Action from version 5 |
| Send Email | 7 Days | Send email to client |
| Send Lead | 7 Days | Custom Action from version 5 |