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Mobile: 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 on your mobile device.

Written by David Arteaga


1. Click on the Plus Icon

Click on the Plus Icon

2. Scroll Down and Click on 'New Lead'

Scroll Down and Click on 'New Lead'

3. Add Your Customer's Information

Add Your Customer's Information

4. Decide Which Leads Stage to Have Them On

Decide Which Leads Stage to Have Them On

5. 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

6. 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

7. Click on 'Start'

Click on 'Start'

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

A Deal Card Would Be Created Under the Selected Stage

9. 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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