Add a new lead and manage the Add Lead form

When staff add a new lead in the Staff Back Office, you can control both the information they collect and what happens after the lead is created. These settings help you create a consistent lead intake process, follow up with new leads automatically, and ensure your team captures the details that matter most to your business.

Customize the Add Lead form to show specific client profile fields, define the available Lead Source options used for tracking and reporting, and choose whether new leads receive actions like a welcome email or a free Purchase Option. All leads added by staff are stored in the system and can be monitored from the Lead Management Report, giving you clear visibility into lead activity and performance.

The stages your leads move through as they progress are managed separately. For more information, see Set up and manage lead stages.

Manage the Add Lead form

To manage the Add Lead form:

1. Open the App Drawer then click View All > Setup > Leads.
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2. Click Lead Creation to modify how the system behaves after a staff member adds a new lead:

   • Set Send the Welcome notification when a staff member adds a lead to ON to send a welcome notification after the lead is added.

   • Set Automatically give a Purchase Option when a staff member adds a lead to ON, then select a value from Choose a free Purchase Option to define which Purchase Option new leads receive.
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3. Click Lead Fields to modify the fields that appear on the Add Lead form:

   • Set the State to ON for fields that should appear, and to OFF for fields that shouldn’t.

   • Select Required for Staff next to each field that must be completed when adding a lead.
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4. Click Lead Sources to modify the options in your Lead Source field on client profiles and in the Lead Management Report:

   • Click-and-drag options to reorder how they’ll appear in the Lead Source menu.

   • To add a new option, click Add new option at the bottom of the list, then enter the option name.

   • To delete an option, click Delete next to the option. Default options can’t be deleted.
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5. Click Save.

Add a new lead

To add a new lead:

1. Open the App Drawer then click View All > Add Lead.

2. Enter the client’s information into the required fields.

   • Select a Lead Source to track where the lead originated. Add a lead source or Manage the lead sources as needed, with the manage option allowing you to edit or delete sources.

3. Click Additional Information to enter more information about the lead.

4. If available, set the Provide Free Purchase Option setting to ON to give an intro

   offer or incentive to the lead.

5. Click Add Lead.