In order for the deal to go through all the stages of the funnel and be won, it is necessary to establish connections with clients. And this always requires first contact with them. It characterizes the lead as an element of CRM.

So, a lead is a prospective client, he/she is not yet a consumer of your services or goods, but is already on this way. This means that he/she is interested in further cooperation and has provided the company with his/her certain contact details. And now you have a lead, the very first contact that can become the basis for expanding the client base and successful sales.

To manually add leads to your base, click on the corresponding button. It is available both in the List and when working with leads on the Kanban board.

The form for creating a lead will open.

First, you need to specify the name of the lead (1), as well as assign a person responsible (2).

Next, you need to fill out the fields contained in the card sections.

We will show how to fill out the fields for the standard appearance of the lead card.

First of all you need to add basic information about the new element in the About lead block. Enter all the contact details you have.

You can also specify social networks. For example, Facebook, Instagram, Telegram, Twitter, Viber, Whatsapp.

Click Add and select the desired one from the list.

Specify the contact phone number and select its type: Work, Mobile or Home.

If you need to change the country code, click on the flag and select the required option from the list.

If you know several phone numbers and want to specify them all, then click Add.

You can also specify an email address and select its type. It can be Additional address, For mailings and Work.

It is possible to specify several email addresses.

If necessary, you can write a comment in the Additional block. The text in it is formatted using the built-in editor.

Also, if you know where the lead is from, specify the Source. It can be a Call, Link, Email, Advertisement, Partner, Recommendation and Other.

And also specify the Type of the lead to characterize your relationship with it and outline its place in your database. You can select from the following options: Unknown, Active client, Hot lead, Warm lead, or Cold lead.

When all the fields you need are filled out, click Save.

After that, you can start working with this lead.

It will also be displayed in the List and on the Kanban board.

In addition to the full form, where we can enter all the information in the appropriate fields, there is also a quick form. It is available when working on the Kanban board.

So, to add a new lead, click on the plus icon under the name of any stage.

A form will open where you can fill out basic details such as Lead name, Name, Phone and Source. To save the lead, press Enter (Return) on the keyboard or click the Create button.

After that, it will be displayed on the Kanban board.

Go to the element card and enter all the necessary data.

Save and the lead is ready for further work with it.

Uspacy has the opportunity to connect telephony to your Space. Thereby automating the addition of leads to your database.

You can read more about connecting telephonies in the following articles ⬇️

As a result, handling both outgoing and successful incoming calls from unknown numbers will create leads in CRM. These can then be processed and converted into deals, companies or contacts.

Work in external chats also makes it possible to automate adding leads to Space.

It is enough to configure and connect third-party services to Uspacy in order to process client requests. For more detailed information, go to these articles:

In addition, if you have your own CRM form, then using the API you can configure the transfer of data from it to your Uspacy Space, taking into account the leads.

If you have additional questions or you need to contact the support, send a request to this email [email protected]