You can quickly and easily create a new client lead directly from your App Drawer. You can determine what information must be collected when adding a new lead by creating a lead capture widget skin with the lead capture form option enabled. These leads are tracked in your Lead Management Report.
To manually create a new lead:
- Click the App Drawer button .
- In the App Drawer, click Add Lead.
- On the Add Lead menu, click hidden.
- On the hidden menu, click hidden.
- Enter the client’s basic information. More details will make it easier to find and stay in contact with your clients, but the only necessary piece of information is the client’s first name.
- Click Additional Information to reveal more specific informational fields.
- Click Subscription Settings to configure the client’s notification settings.
- Click CREATE ACCOUNT.