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Once you have CallSling integrated, the companies you have set up with the phone tracking system will bring their associated leads into Lead Generated automatically.

Leads coming in as website form submissions will come in automatically as well once you have your Weebly or Wordpress sites connected to Lead Generated.

Additionally, you can manually add leads, forward them to clients, set automatic reminders for leads that need attention, and take notes among other cool things. In this article, you will learn how to manually add a new lead.

Steps

  1. On the left menu, click on "Leads", then "Add New Lead".
  2. Select which company you want this lead to be associated with. Note that you will need to have the company you wish to link to this lead already in the system. Click here to learn how to add a new company.
  3. Fill out the general lead information, select lead type, source, progress and job status.
  4. Click on the Submit button.

Video Tutorial

Need more details or just want to see how it's done? Watch the video below.

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