Add New Lead
On the Mobile App, the Add Lead form can be reached in several ways:
From the Create Menu:
Open the Create menu by tapping the '+' icon and select 'Lead'; the system will navigate you to the New Lead form:
From Client Profile:
On the Client Profile, tap the Options button and select the “New Lead” option to start adding a new Lead to the selected Client.
Adding New Lead Info
There is a difference between the ways of reaching the New Lead form: opening from the Create Menu allows selecting the Client among existing or creating a new Client. Adding a Lead from the Client Profile has the selected Client pre-selected already.
From Create Menu:
From Client Profile:
When all mandatory fields are filled out, the system allows saving the entered data, and the new Lead will be added to the selected Client.
Note that each Lead shall be assigned to the Client. The system requires assigning the new Lead to an existing Client or initiate creating a new Client for new Lead.
The fields' types and rules are filled out within the same validation rules and logic as on the Web version.