How to Add a New Lead From the Sales List? | DripJobs Help Center

DripJobs Help Center

All CollectionsSales List

How to Add a New Lead From the Sales List?

How to Add a New Lead From the Sales List?

The following article will show you how to add a new lead from the Sales List.

Written by Laura Cuadros

Updated this week

1. Click on the 'Sales List'

Click on Sales List

2. Locate the Options at the Top of Your Screen

Locate the options at the top of your screen

3. Click on 'New Lead'

Click on New Lead

4. If the Client is an Existing Contact, Click on 'New Contact' and Search for Their Name

If the Proposal is for an existing contact Click on New Contact and search for their name

5. If Not, Add All Their Information

If not, add all their information

6. Scroll Down

Scroll down

7. Click on 'Start'

A new lead will be created in the sales list and the corresponding stage selected above.

Click on "Start"

If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.