AppWT CRM

Topic: Leads

Add a lead by hand

Add a phone call or walk-in as a lead and fill in the new customer checklist.

Video, 1 minute 13 seconds · 7 steps

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Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • Where the Add a lead button is
  • Which boxes to fill in
  • How the new customer checklist works
  • How to change the checklist questions

Step by step

  1. Step 1: Open Add a lead

    Open Leads from the menu. Then click the gold Add a lead button at the top right.

    The Leads page with the gold Add a lead button at the top right.
    Step 1 screen, from the demo account.

  2. Step 2: Who is the lead

    Pick the website this lead belongs to. Then type their name, email, and phone number. You need at least one of those three.

    The Add a lead form with the website picked and the name Mina Sato, an email address and a phone number typed in.
    Step 2 screen, from the demo account.

  3. Step 3: Add notes

    Type what they told you in Notes. The CRM shows your notes on the lead as What they said.

    The Notes box on the Add a lead form with a short note about replacing the back steps.
    Step 3 screen, from the demo account.

  4. Step 4: Fill in the checklist

    Next comes the new customer checklist. Fill in what you know now, and check Done next to each answer you have.

    The new customer checklist on the Add a lead form with three answers filled in and marked Done.
    Step 4 screen, from the demo account.

  5. Step 5: Save the lead

    Click Save lead. The CRM opens the new lead page, so you can call them right away.

    The lead page for Mina Sato showing her phone, email, stage and what she said.
    Step 5 screen, from the demo account.

  6. Step 6: The checklist on the lead page

    You will find the checklist on the lead page too. Update it as you learn more, then click Save checklist. The badge shows how many items are done.

    The New customer checklist box on a lead page with a badge that counts the finished items and a Save checklist button.
    Step 6 screen, from the demo account.

  7. Step 7: Change the questions

    To change the questions, open Lead checklist in the menu. You can add, rename, move, or turn off an item. Nothing is ever deleted.

    The Lead checklist page listing each question with Move up, Move down and Turn off buttons, and a form to add an item.
    Step 7 screen, from the demo account.

Transcript

Some leads call you or walk in the door. In this lesson, you will add a lead by hand and fill in the new customer checklist.

Open Leads from the menu. Then click the gold Add a lead button at the top right.

Pick the website this lead belongs to. Then type their name, email, and phone number. You need at least one of those three.

Type what they told you in Notes. The CRM shows your notes on the lead as What they said.

Next comes the new customer checklist. Fill in what you know now, and check Done next to each answer you have.

Click Save lead. The CRM opens the new lead page, so you can call them right away.

You will find the checklist on the lead page too. Update it as you learn more, then click Save checklist. The badge shows how many items are done.

To change the questions, open Lead checklist in the menu. You can add, rename, move, or turn off an item. Nothing is ever deleted.

Next, learn how to work your leads with lists, filters, and the pipeline.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.