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Mobile: How to Create a New Lead?

In this article, you will learn how to create a new lead from a mobile device.

Written by David Arteaga
Updated over 3 weeks ago


1. Click on the Plus Icon

Click on the Plus Icon

2. Scroll Down to 'MORE OPTIONS'

Scroll Down to 'MORE OPTIONS'

3. Click on 'New Lead'

Click on 'New Lead'

4. Fill Contact's Information

Fill Contact's Information

5. Decide if You'd Prefer to Enable or Disable Drips for This Specific Deal

Decide if You'd Prefer to Enable or Disable Drips for This Specific Deal

6. Add the Job Address

Add the Job Address

7. Assign Both, a Salesperson and a Project Manager

Assign Both, a Salesperson and a Project Manager

8. Click on 'Start'

Click on 'Start'

9. See the New Deal Card Appearing Under the Lead Stage Selected

See the New Deal Card Appearing Under the Lead Stage Selected


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If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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