Add a lead who called, emailed or faxed
Enter someone who reached you by phone, email or fax, so they get the same follow-ups as an enquiry from your website.
Team members who manage contacts ยท 2 min read
Steps
- Open Enquiries, then choose Add a lead.
- Choose how they reached you, and the date if it was not today.
- Enter their name and an email or a phone number. Add who referred them if you know.
- Only tick the consent boxes if the person agreed. Then choose Add lead.
Check it worked
The person appears in the first stage of your board.
Common questions
It says the person is already in my contacts
Someone already has that email or phone number. Open their card instead of adding them again.
Open Enquiries (sign-in required)