This article discusses how to add a new lead in Lead Docket. You can also add leads by converting opportunities into leads. Learn how to convert opportunities into leads.
Add a Lead
In the left side menu, select Add New Lead to open the Add Lead form.
At the top of the form, you’ll find the Intake Information. This section contains your name, as well as the intake date and time. You cannot edit the Created By field, but you can click the Intake Date and choose a past date and time, if desired.
Below, you’ll find the Contact Information section, which gathers key information about the lead. Fill out this information to the best of your ability. To enter a company’s information, click the building icon beside the First Name field to toggle to the company contact form. To toggle back to the individual contact form, click the profile icon.
If desired, click the Add Related Contact button to add an additional contact to the lead. If the lead is a minor or deceased, you must add a related contact before proceeding.
When you enter a phone number into the Mobile Phone field, Lead Docket automatically determines whether or not the number is capable of receiving SMS text messages. If the number is not capable, Lead Docket will label it as a home phone once the lead is created.
Note: If the contact information matches an existing contact in Lead Docket, a possible duplicate warning will appear. Learn how to manage duplicate contacts.
Next, fill out the Marketing Information section. The Marketing Source describes how the lead heard about your organization, while the Contact Source describes how the lead made contact with your organization. If desired, enter further details into the Marketing Source Details field. If the lead was referred to your organization, you can specify the source in the Referred By field. You can type the name into the field, or select Search to find a contact or referral source in your system.
Next, fill out the Case Details section, including the Case Type, Incident Date, and Severity Level. You must also assign an employee to the intake of that lead, and choose a lead status.
Optionally, enter any extra information about the lead in the Notes section.
Create and View
Finally, click Create & Return to Dashboard to create the lead and return to the Intake Dashboard, or Create & View Lead to create and open the lead.
Once created, the lead will appear in your Leads section and in searches.