Summary:
Add a single lead directly into Triply for quick follow-up.
Steps:
Go to Leads > + Add Lead.
Fill in the lead’s name, contact details, and any relevant notes.
Select the source (e.g., Referral, Website, Event).
Assign the lead to an agent or keep it unassigned.
Click Save.
🔔 Tip: Include as much detail as possible to help your sales process.
Common Questions:
Q: Can I edit a lead after saving?
A: Yes – open the lead record and click Edit.