How to manually add a Lead

You can manually add a Lead, if your customer has contacted you via email / telephone or another way.
 

1. From your dashboard, select the Leads (Funnel) icon.

2. Click on +Add Lead.

3. Enter a Job Name.

4. Select a Date - Choose a Start date and time and an End date and time and click Set.

5. Set a Status by choosing from the Dropdown menu. You can amend the default status in your Job Management Fields.

6. On the Details Tab, you can enter any relevant information relating to the Lead, such as

   • Customer - Choose from your Contacts List, or +Create New Contact and enter the details.

   • Event Type - Choose which Event Type this Lead is for.

   • Venue - Choose from your Venues List, or +Create New Venue and enter the details.

   • Additional Notes - Add any Additional Notes if applicable.

   • How did you hear about us?
     
     Note - Additional Fields can be amended in your Job Management Fields.

7. On the Quotes Tab, you can Create Quote.

8. Click Save.