The user must first click on the Plus button in the upper right hand corner. From a mobile device, look for the Plus button floating in the lower right corner.
If the system contains multiple pipelines, select the pipeline in which the new lead will be built.
A new Lead Detail Page will appear.
The user should complete the fields with the lead’s information. Enter as much information as you have for the lead at the time. Lead’s can be edited and new information can be included at a later time if needed.
Company Name (if applicable)
Opt-In – check this box if the lead has opted in to receive promotional emails from you.
Address, City, State, Zip Code
Deal Name (if applicable)
Products Interested In – Select the products in which the lead is interested.
Promo Type – Select the sales promotion that brought the lead in for services.
How Heard – Select the way in which the lead heard about your business.
How Heard Source – Explain in more detail the exact way the lead heard about your business. For example, if “Search Engine” was selected in the “How Heard” dropdown, the user should enter the specific search engine, such as Google, Bing, Yahoo, etc. in this field. If “Review Site” was the selected, the user should enter the specific review site, such as Angie’s List or Yelp. If “Social Media” was selected, the user should enter the specific social media site such as Facebook, Twitter, Instagram, etc.
Lead Source* – This is where the user indicates how the lead contacted your business for services or how you contacted the lead for services. To learn about Lead Source, see the Lead Source Defined reference document.
Location* – This is where you indicate the store location that the lead contacted or that will service the lead.
Division* – This is where you indicate which sales division should service the lead.
Notes – This is where the user should write any notes about this lead that are relevant to the sale (e.g. areas where they want work to be done, specific products names that are of interest to them, etc.). These notes will end up on the Notes Tab of the Lead Detail Page.
*These are the only system required fields to create a lead.
When all fields for the lead have been completed, press the “Create Lead” button.
Assigning the lead:
If the user creating the lead has a Sales Person user role (i.e. Sales Person Full View or Sales Person Single View), the lead will be automatically assigned to the user who created the lead.
If the user creating the lead has a Sales Assistant user role, they will need to assign the lead to another user.
If the user creating the lead has managerial user permissions (System Admin, Business Admin, or Business Manager), the user will need to assign the lead to themselves or another user. If a lead is not assigned, then it will appear on the Lead Listing Pages as “Unassigned”. Users with managerial user permissions who have chosen to receive “New Lead (Manual)” notifications will be notified, so the lead can be assigned to the appropriate user.