This article will guide you in using the Add Lead Widget on your dashboard. This widget allows new leads to be added without leaving our dashboard.
Please Note:
- Basic information on your lead can be added through the widget. It is possible to also assign a free package and select a consultant to assign the prospect to for follow up purposes.
- Some of the fields on this widget can be included in your duplicate search by default, to help prevent adding duplicate profiles. To learn more about the similar user settings, click here.
- By selecting Work this prospect after adding, you will be taken to the contact, sales script and fast book options with the work it tool. Click Add New Prospect to add your lead to your database.
Frequently Asked Questions:
Q: How can I set requirement rules for fields?
A: You may view & edit required fields from your Setup page. View our article How-to: Setup the Add Lead Widget for setup options available for the lead widget.
Q: Can I set a default Lead Type so all my leads fall under a single category?
A: Yes. You may set a default lead type. Article How-to: Setup the Add Lead Widget will also cover this setup option
Q: How can I add more lead types to my Lead Type options?
A: Lead types can be added by an administrator with permissions to Setup > Lead Types. You may have a lead type that is currently not available to be selected from your options. View our article How-to: Add a New Prospect or Lead Type so you may learn how to create or edit to allow types to be selected when adding a lead.
Requirements - A 'Master Admin' login or a staff login with the permissions to add/view this widget to their dashboard.