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

• 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.

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.