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 blue menu on the left-hand side of the screen, click on "New Intake".
- The New Intake Wizard screen will open up. Any of the fields denoted with a red asterisk * are required to create a new lead.
- You will also need to choose a Contact for the new lead record. You can use the search bar to look up if the Contact already exists. If you cannot find the Contact you are looking for or if you need to create a new contact, click on the blue link 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 and 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 on the pop-up and click the “Save” button to create 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 on the green “Create Intake” button at the bottom of the screen to create the lead record.