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How to Add Leads That Contacted Me Before I Joined DripJobs?

In this article, you will learn how to add leads that contacted me before you joined DripJobs.

Written by David Arteaga

1. Click on 'New Lead'

Click on 'New Lead'

2. Add the Customer's Information You Have

Add the Customer's Information You Have

3. Decide Which Leads Stage to Have Them On

Decide Which Leads Stage to Have Them On

4. Decide If You Want to Send Drips to Your Customer or Not

Why is this an option? Because your customer is a past lead, so may you want to remind them they can request an appointment with you

Decide If You Want to Send Drips to Your Customer or Not

5. If Your Customer Gave You an Address, Make Sure to Add It Here

If Your Customer Gave You an Address, Make Sure to Add It Here

6. Click on 'Start'

Click on 'Start'

7. A Deal Card Would Be Created Under the Selected Stage

A Deal Card Would Be Created Under the Selected Stage

8. A Contact Record Will Automatically Be Created as Well

A Contact Record Will Automatically Be Created as Well

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

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