How to Manually Create a New Lead/Intake Follow
Although most of the leads in your CRM portal will likely be automatically created by API vendor integrations and call tracking numbers, the system also allows you to manually create lead records. This article will guide you through the process of manually creating a new lead record.
Using the main navigation menu on the left-hand side of the screen, go to "New Intake".
Or, if you're in the Inbox screen, you can also click the " + " button located at the top of the page, to the right of the main navigation menu.
The New Intake Wizard screen will open up. Any of the fields denoted with an asterisk * are required in order to create a new lead record.
You will also need to select a Contact for the new lead record. The available search bar can be used to look up any Contacts that already exist. However, if you cannot find the Contact you're looking for, or if you need to create a new contact, click the option that says “Don’t see your contact? Create a New Contact”.
If you choose to create a new Contact, the “Add a New Contact” pop-up will appear. You will need to enter a first name, last name, and a primary phone and/or a primary email. The remaining fields are not required to add a new Contact and can be filled out at a later time. Be sure to scroll down to the bottom of the pop-up and click the “Save” button to finish adding the Contact.
💡 If you are creating a Contact for a company or business, you will want to change the Contact Nature at the top of the pop-up to “Business”.
Once the required fields have been filled out and a Contact has been selected, click the “Create Intake” button at the bottom of the screen to create the new lead record.
If you need further assistance with your CRM system, please reach out to the support team.
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