Why Manage Your Leads?

Managing your leads effectively can be one of the best ways to secure new clients. For this reason, we've created our Leads section. 

Manually Adding Leads

To add someone as a lead, navigate to the Clients page -> Leads or click here.

In the top right corner, click on "Add Lead". Manually enter their name, email address, phone number, source, gender and any notes.

(Note: These details will be private to you only and will not be shared).



Once a lead has been entered you can edit the lead details by clicking on the details icon on the right.


Once you have clicked on the icon, you will be taken to a summary page with details about the lead. You are able to make the lead active, inactive, convert the lead to a client or add notes.



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