¶ Adding a new lead
The first step is to add a new lead.
You can do this either through the Quick add option in the header of Splynx or by clicking Add lead at the top right of the lead list:
A modal window opens, where you specify the following details:
- Pipeline status - status of the lead (stage in the process);
- Owner - administrator that will be responsible for the lead;
- Country code and Phone number - contact number(s) of the lead, multiple numbers supported and separated by comma
,sign; - Full name - name and surname of the lead;
- Email - email address(es) of the lead, multiple addresses supported and separated by comma
,sign; - Source - where/what/how the lead obtained/received/gained interest or information about your company;
- Location - location the lead will belong to in the list of locations;
- Partner - partner the lead will belong to in the list of partners;
- City, Street, ZIP Code - physical address fields of the lead;
- Billing type – select the lead's billing type (Recurring or Prepaid);
- Score – score the lead based on popularity;
- Billing email – specify the lead's billing email;
- Date added – the date when the lead was added to Splynx;
- Labels - select one or more labels that are created in Config → System → Labels under the Leads/Customers module.
- State/Province - select a state or province preconfigured under Config → Main → Localization (State/Province);
- Category - choose the lead's category (Individual or Business);
Leads interested in signing up for a subscription can also be directed to the Customer portal, where they can register using a form that collects the necessary contact details.
