Articles on: Manage Leads, Trials and Forms

Adding a Lead

By following the simple steps outlined below, you can add a lead and monitor their progress:

Navigate to the People menu, and click on Leads.
Then, click on Add Lead button on the top right side of your screen.
Add the Lead’s personal information such as their First and Last name.
Add their Email Id and Phone number choosing the country code from the drop-down options.
You can upload their Photo, add details such as their gender, nationality, birth date, and referral source, and click save.

You can add additional details such as -

Address - such as the country, street address, city, state, and postal code.
Academic information - such as school, year/grade the lead is in, curriculum/exam board.
Subjects interested in - click on Add subject button and choose the subjects.
Guardian - such as first and last name, relationship with the guardian, and mark the boxes if you want the email and phone number to be the same as the student or untick it and add the same.
💡Check the boxes if you want to use the guardian's phone number as an emergency contact and if you want to send invoices to the guardian.
Miscellaneous - in the text field one and two, you can add additional information about the lead.
Custom fields - furthermore, there is an option to create custom fields by clicking on the same and filling in the required information.

Up next

Collaborating on leads
Using lead forms

Updated on: 28/06/2023

Was this article helpful?

Share your feedback


Thank you!