In order to create a new lead in Projul simply click the "Add A New Project Lead" button in the Lead Pipeline page and enter your lead info in the editor to create your lead.
Either view a video on creating and managing leads by click on the following link
Or follow the written instructions below:
- Begin by selecting Lead Pipeline from the Sidebar Navigation menu.
- Press the "Add A New Project Lead" Button in the top right corner of the Lead Pipeline page.
- Choose to associate this new lead with an existing customer or create a new customer.
Once a Lead has been assigned to a new or existing customer, you will need to enter in new information. Confirm everything looks as it should for both the assigned customer and project.
Once all the information has been entered for this lead, click on the "Save and Close" button on the bottom of the sidebar to save this lead into the lead pipeline.
New leads you create will show up under the "New Leads" phase of the Lead Pipeline as long as they have not received a follow up (How do I schedule a follow-up task to a lead?).
If you would like to see how Projul can automatically bring in leads from your website, click this link:
Questions? Let's Chat.
support@projul.com
(844) 776-5853