Add a Lead Manually

How to capture a lead using Manual Add.

1. On the Home screen, tap Capture.

 

2. Select the Manual Add option.

 

3. Enter lead details. Note: required fields are marked with an orange bar.

When you're finished, tap Qualify to add Topics or Follow-Ups. Otherwise tap Finish to save and exit.

4. Qualify the lead by selecting the appropriate topics and responses. All required topics are marked with an orange bar. 

Tap Follow-Ups to add a follow-up action for the lead. Otherwise, tap Finish to save and exit. 

5. Select the follow-up action(s) you wish to assign to the lead. To add notes, tap the text box and type or speak the text you wish to add (up to 1000 characters).

6. Tap Finish to save and exit. You will be taken back to the Home screen.

To view the lead, go to My Lead Interactions>Today or My Lead Interactions>All. To edit the lead, click the lead's name. 

 

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Scan NFC

Attendee Check-In

View and Edit Leads