How to Manually Create a New Lead/Intake Follow
Although most of the leads in your Law Ruler portal will likely be created automatically via API integrations and call tracking numbers, the system also allows you to manually create lead records.
Using the navigation menu on the left-hand side of the screen, click on "New Intake".
Or, if you're in the Inbox, you can also click on the " + " button at the top of the page, to the right of the navigation menu.
The New Intake Wizard screen will open up. Any of the fields denoted with an asterisk * are required to create a new lead record.
You will also need to choose a Contact for the new lead record. You can use the search bar to look up any Contact that already exists. If you cannot find the Contact you are looking for, or if you need to create a new contact, click on 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 provide a first name, last name, and either a primary phone number and/or a primary email address. The remaining contact 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 fnishing creating the Contact. Please note that 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 you’ve filled out the required fields and selected a Contact, click the “Create Intake” button at the bottom of the screen to create the lead record.
If you need further assistance, then please contact Law Ruler Support to assist you further.
🤗 Thank you very much for choosing Law Ruler!