Not all leads come through your store, some come through calls, referrals, or in-person meetings. Use Create Lead to manually add and track these opportunities from your workspace.
Things to Keep in Mind
- Linked to Contacts: Every lead must be linked to a contact. If the contact doesn’t exist yet, you can create one during this process.
- Assignment Options: You can auto-assign the lead to someone in your Sales team or assign it to a specific member manually.
How to Create a Lead
- Go to Leads: Navigate to the Leads tab from the sidebar.
- Click Create Lead.
- Search by Email: Look up the contact by email.
- If the contact doesn’t exist, enter their email and click Create New Contact.
- Fill in the Details:
- First Name
- Last Name
- Phone Number
- What the lead is looking for
- Assign the Lead:
- Choose to auto-assign it to your Sales team, or
- Select a specific member to assign the lead to.
- Click Create: The lead will now appear in your Leads list, ready to be tracked.
Need More Help?
Contact our support team.