LeadDriver | Managing Your Leads | Create, Edit, Qualify

Lead Driver users have the power to seamlessly create, edit and qualify new leads within the system. During the creation process, LeadDriver automatically performs a duplicate search, ensuring continuous and accurate lead tracking.

Creation of a Lead

Step 1

Within Lead Management, ensure you are viewing all leads and navigate up to "Create Lead".

Step 2

Enter the information as shown. Lead Department, Full name, Email address, Phone number & Lead Source.
Each time you enter an item, you will see any matches on the right of the screen. (This is the system looking for any duplicates).

Step 3

If you find that the lead already exists you will be able to click on the card which will open that lead within a new tab for you to see the details.
If you do not see your lead, process by clicking "Create Lead"

Once that lead is created you will be able to see the empty lead for the user to do their part.

Editing a Lead

Step 1

Search and find the lead you wish to edit and click to open. Once open click "Edit"

Step 2

In this section, change the desired information and hit "Save Changes"

You will now see the changes you have made reflected on the contact card.

Qualify a Lead

Step 1

Navigate to to your desired lead and open. 
Select "Qualify Contact"

Step 2

Complete the questions on the right hand side and hit "Save"

Look out for the "Success" message that will appear in the top right hand corner

Add New

After a new Lead is created you will be able to see the lead details, this will provide you with an option to "Add New". This will provide you with 6 different actions. 

You are able to choose any of these actions.