Adding a New Lead Into DripJobs Manually

Follow the instructions below to add leads into your Sales Pipeline.

Written by Laura Cuadros

Updated over a year ago

1. Click on Sales Pipeline

Click on Sales Pipeline

2. Click on New Lead

Click on New Lead

3. If it is a new contact you can fill out their information and their contact will be automatically saved

If is a new contact you can fill out their information and their contact will be automatically saved

4. If you already have their contact saved, you can select their contact and the system will bring their information

If you already have their contact saved, you can select their contact and the system will bring their information

5. Look for Stage, to locate your lead

Look for Stage, to locate your lead

6. Choose the stage you want the Lead to go into

Note: Some stages have Drips that go out immediately after a Deal Card enters that stage.

Click on Warm Leads

7. Click on Start

Click on Start

8. You will see the New Lead Box under the stage you selected

You will see the New Lead Box under Warm Leads