Sometimes we want to add a lead manually. If a lead doesn’t come from online forms, Google, Facebook, or another channel you’ve configured, you can still put them in LeadSigma in a jiffy. Here’s how:
1. Log into LeadSigma and select Leads on the left sidebar:
2. On the Leads page, click on the Add Lead button on the right (you can also find an Add Lead button on the Tasks page):
3. A lead information box pops up for you to complete. While it’s pretty intuitive, there are a couple things to take special note of:
3a) It’s important to select a sequence. Sequences determine the contact tasks you complete for a lead. For more detail on how these work and why they matter, check out our Sequences article [insert article link]. The dropdown menu is at the top of the box:
3b) You’ll need to choose the lead source; in this case, LeadSigma can’t automatically determine it.
4. All done? Excellent! Click on Add at the bottom right of the box and you’re done! Hooray you! You'll now see your new lead's name at the top of the lead list: