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.
Key tips before you begin
Click here to learn how to create or modify a lead capture widget skin.
Leads can be tracked in your Lead Management Report.
Create a new lead from your App Drawer
To create a new lead, follow these steps:
Click the App Drawer button
then click View All > Add Lead.Enter the client’s first name, last name, and email address in the fields provided.
Click Additional Information to reveal additional fillable fields to the lead’s profile.
If available, set the Provide Free Purchase Option setting to ON to give an intro
offer or incentive to the lead.
Click +Add Lead.