Tuesday, July 9, 2013

How To Add Leads

Previously, we showed you how to import leads from your website into DistributedSource. Sometimes, your website isn’t your only source for leads. For instance, someone might hear about your business from an existing customer and contact you. These leads are as important as the ones captured from your website and including these leads in DistributedSource is pivotal.


DistributedSource has a feature which allows you to manually create leads in your account. This article will walk you through the steps on how to manually add leads in DistributedSource.


1. Login to  your DistributedSource account.

2. Go to 'Leads' tab. All your leads which are a part of your account will be displayed here.




3. Click on the ‘Create New Lead’ button.




4. In the resulting pop-up window, add the contact details of your lead. You can also add notes and additional information about the lead for later reference.




5. When you are done, click on the ‘+Create this lead’ button.



6. All done, the lead you created will now appear in the "Leads" section of your DistributedSource account.



Got questions? Post a comment below or write to us at support@distributedsource.com

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