How to Add a Lead or Client

Why This Is Helpful

Keeping your leads and clients updated in Contacts allows you to:

• Manage customer information in one place
• Track and organize leads more efficiently
• Improve communication and follow-up
• Use tags for easier filtering and segmentation

How to Add a Lead or Client

Adding contacts to your business dashboard helps you manage client communication, track leads, organize customer information, and streamline your workflow.

Follow these steps to add a new lead or client:

1. From your business dashboard, go to Contacts on the left-hand menu and select All.

   

2. Click Add Lead or Add Client in the top-right corner, depending on the type of contact you want to create.

   

3. Enter the contact’s details, including their name, email address, phone number, address, and source. You can also add tags to help organize and filter contacts more easily.

   

4. Once all information is added, save the contact to have them appear in your Contacts list.

 

Additional Notes

• Leads and Clients can be managed separately for better organization.
• Tags are optional but recommended if you work with multiple programs, offers, or customer groups.
• Make sure the email address entered is correct to avoid communication issues.

If you need further assistance, please contact [e-mail]