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Add Lead

Overview

Use Add Lead when a caller is a new potential client who has not previously been in the system.

How to Add a Lead from the Call Center

  1. Go to Call Center → Add Lead.
  2. Fill in the caller's details — same fields as a standard new lead (Name, Mobile, Email, Lead ID, etc.).
  3. Choose one of the following:

Option A: Add as a Full Lead

  • Fill in all required fields and click Add.
  • The lead is created and can be assigned to a salesman.
  • Once assigned, it moves to the salesman's My Leads → Fresh Leads tab.

Option B: Just Asking

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  • If it's unclear whether the caller is a genuine lead, click Just Asking instead of Add.
  • The entry is saved but not assigned to any salesman — it stays in the Call Center page.
  • If the same person calls again later and shows real interest, you can click Convert to Lead to turn the entry into a full lead.image.png

Just Asking — Key Points

  • Used when the call may or may not be a real lead.
  • No assignment is made — the entry stays in the Call Center log.
  • A Convert to Lead button appears on the entry if you need to upgrade it later.
  • Keeps the sales pipeline clean from unqualified contacts.
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