Creating a new lead

You can create a new client lead directly from your App Drawer and determine specific client information to be collected when adding a new lead. For more information, see Creating or modifying a Lead Capture Widget skin. These leads can also be tracked in your Lead Management Report.

To create a new lead:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Add Lead. You can filter the list by entering Add Lead into the Search field.
  4. Enter the client’s first name, last name, email address, and answer the survey question by choosing from the available options in the dropdown menu.
  5. Click Additional Information to reveal additional fillable fields to the lead’s profile.
  6. Click +ADD LEAD.
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