Add a lead

Add a lead as soon as someone asks about a trip, even if you only have a name. The sooner it is on the board, the sooner the team replies, and the reply time counts in Average first reply.

Before you start

• You need permission to add and move leads.
• Your agency needs lead stages and sources in Settings → Lists. A new agency already has a starting list.

Steps: the quick add line (fastest)

1. Open Leads in Board view.
2. Click the line at the top of the first column, Name and mobile, then Enter (or press N).
3. Type the name and the mobile, then a comma and what they asked for. For example: Sara 3333 4444, Georgia in December. The system takes the name, the mobile and the request apart by itself.
4. Check the source in the small Source list under the line. It starts with the source you used last, or the source chosen in the filter above the board.
5. Press Enter (or the tick button). The card appears at the top of the first column and … added shows.

The hint under the empty line shows who the lead is for: you, or the person chosen in the Owner filter. Press More to move what you typed into the full form, or Esc to clear the line.

Steps: the Add lead form

1. Press Add lead at the top of Leads (in List view, N opens it too).
2. Type the Name. It is the only field you must fill.
3. Type the Mobile. The box shows your country's dialling code as a guide.
4. Fill what you know: What they asked for (for example "Georgia in December for 4"), Likely value in your main currency, Assign to (you by default) and Email.
5. Under Where it came from, choose the source. The one you used last is already chosen.
6. Press Add lead. The message Lead added appears and the lead is on the board.

If the mobile is already saved

When you type a mobile of 7 digits or more, the form checks it. If an open or booked lead, or a customer, has the same mobile, the box This mobile is already saved lists them, each marked Lead or Customer:

• Press Open on a lead to open that lead instead of adding a copy.
• Press Open on a customer to go to that customer's file.
• Or add the lead anyway: You can still add it; converting the lead links it to the saved customer.

After you add it

• The lead starts in the first stage, with a new lead number.
• The owner is you unless you chose someone else. The source is remembered for your next lead.
• On the board, the card shows No reply yet, … until someone calls, sends a WhatsApp message, adds a note or moves the lead. Then the time of the first reply is saved.

If something goes wrong

• Type the name first: the quick add line has only a number. Type the name before the mobile.
• Enter a name: the Name field of the form is empty.
• The quick add line is missing: you are in List view, or your role cannot add leads. Switch to Board, or ask the agency owner.