How to Create a New Lead?
In this guide, I will explain how to create a new lead step by step. By the end of it, you will have a clear understanding of how to create a new lead and how to turn those leads into paying customers. So let's get started!
Instructions
1. To create a lead, go to the right corner and click the purple button named (Create New Lead).
2. When you click the "Create New Lead." button, the sidebar will appear with all the information to fill in.
3. Priority: Choose the priority of the lead. If it is a lead with a high chance of closing the deal put a higher number.
4. Phone: Fill in the patient's phone number.
Note: Choose Country
5. Phone Time zones: You don't have to write anything here; it will automatically fill in when you put the phone number.
5. Owner: Select the consultant you want to assign this lead to.
6. Team: Choose the team you want to assign this lead to.
7. See All Properties: Click “See All Properties” to add additional information to the lead.
8. Save the lead: Congrats on saving the lead!
Note: The layout's horizontal bar will show the generated lead.
9. New Layout: When you click the lead’s name, a new layout will appear with the lead's details and much more information.
10.If a lead is already in the system when it is created, it will appear as a duplicate and an alert with the title "Re-enter Lead" will pop up.
Note:If the number is invalid, try changing the country to the one it belongs or check all the numbers are correct.