Leads – Add a New Lead
You signed up – WOOT! Now what?
At the heart of StudioAlfred, everything circles around a Lead.
A Lead is what starts the entire chain of StudioAlfred “things” – Gigs, Projects, Revisions, etc. All are based off of a Lead.
What’s a Lead? A Lead is:
- A potential Client
- A current Client
Boom. Pretty simple? We thought so.
Let’s get started:
- Click “Leads” in the menu at the top of the screen.
- Click “New Lead” from the Leads drop down menu.
- You should now be on the “Leads: Enter New Lead” screen. Go ahead and enter all of the information that you have. (Note, sometimes, you might not have things like a phone number – that’s ok! You’ll still want to enter the info you have to keep track of the Lead and follow up.)
- Click “Save”.
- You’re done! (Easy, right?)