To add a lead, tell your AI who the client is, what the job is, and where it is, and it creates the lead in Projul. The lead lands under the "New" stage of "Lead pipeline", the same place it would land if you clicked "+ New project lead".
What to say to your AI
Your AI needs a Read-Write key. If the client is already in Projul, name them the way they appear there so your AI matches the right person. See How does my AI find a client?
For a client who is already in Projul:
Add a new lead in Projul for [Sam Rivera] called [Rivera Kitchen Remodel]. The job is at [418 W Tabernacle St, St. George, UT 84770]. Put the likelihood of sale at [60]%.
For a brand new client and lead in one go:
Add a new lead in Projul called [Ortiz Basement Finish] for a new client, [Maria Ortiz], phone [(435) 555-0142], email [maria@example.com]. The job address is [1220 E Riverside Dr, St. George, UT 84790].
If the lead came in with no address yet, leave it out and add it later. See How do I have my AI add project notes and the job-site address?
What you will see
Your AI asks you to approve the request, then tells you the lead was created and its project number, such as P-1597. In Projul, click "Lead pipeline" in the left menu. The lead is under the "New" stage, with the client's name, the address and the likelihood of sale on its card.
Note: If the new client matches someone already in Projul by first and last name plus the same email or phone, Projul links that client instead of duplicating them, adding the email or phone you gave if it was missing. If that match is archived, Projul refuses the whole request instead; unarchive the client and ask again.
Choosing the pipeline stage
A new lead starts in "New". If you already know more, tell your AI and it places the lead in the right stage instead: "Contact", "Schedule", "Estimate", "Write", "Revise", "Send" or "Sell". For example, ask for the lead to start at "Write" if you have already seen the job. Scheduling an estimate meeting moves a lead forward on its own, the same as in the app. See How do I schedule an estimate walkthrough with my AI?
What else your AI can set
Your AI can also set the likelihood of sale as a percentage and assign a sales rep, estimator or project manager. Project type, lead source and tags are set in Projul after the lead exists.
Questions? Let's Chat.
support@projul.com
(844) 776-5853