Manually Adding A Lead Or Contact

Created by Hito Sumi, Modified on Wed, 13 Dec, 2023 at 8:43 AM by Hito Sumi

Here's how to manually add a Lead or contact

Here are the steps to manually add a Lead to LimePhone.
 

Sign in to your LimePhone account.
Click on the "Leads" tab.
Click on the "Add Lead" button.

Follow the "Add Lead" page steps.
Tell us about the Lead

Enter additional info available 

Tell us where the Lead came from.

Add additional data

Once complete, select "Add Lead"
Your new lead will appear in the Leads page

Select "Preview" to view your Lead details
The lead will be added to your LimePhone account and you will be able to start tracking their progress through the sales process!
 
Here are some additional tips to add leads to LimePhone:
 

You can import leads from a CSV file.
You can use the LimePhone API to add leads pro-grammatically.
You can use the LimePhone lead capture widget to capture leads from your website.
By following these steps, you can easily add leads to LimePhone and start tracking their progress through the sales process.