> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/neodove-web-application/walk-in-leads.md).

# Walk-In Leads

### How to create a Walk-in Lead

***

{% hint style="success" %}
A "**Walk-in lead"** refers to a potential customer or client who visits a physical business location, such as an office, store, or service center, to **express** interest in the products or services offered.
{% endhint %}

In certain situations, users may receive leads through **references** or from **different sources**. If the lead is not already in the **database**, users don't have to go to their manager or admin to upload and reassign it.&#x20;

Instead, they can **add it** themselves by clicking on the "**Walk-In lead**" option, represented by the **(+)** icon located at the far right of the screen, over the '**Call Logs**' Section, and above the '**Message Us**' button.

***

<figure><img src="/files/XB2DVNbgPchqhnurjqqv" alt=""><figcaption></figcaption></figure>

After clicking on the **(+)** button, which is the Add "**Walk-in Lead**" option, you will be prompted to provide the essential details of the lead. Once you input all the necessary information, click on "**Next**".&#x20;

***

<figure><img src="/files/tm9M1ylq8a006kAiE58f" alt=""><figcaption></figcaption></figure>

Post that another **pop up** will appear and there you need to click on "**Submit**" to get the lead added in the database.

***

<figure><img src="/files/7uSQRxfZOZhFkOB3W4UK" alt=""><figcaption></figcaption></figure>

The lead will then be created in the **database** and **assigned** to the user who added it.

{% hint style="success" %}
**Note:** After adding a "**Walk-in lead**", it will appear in the **notification panel**, indicating that a "Walk-in lead" has been added. Users can simply click on the **notification** to open the lead instead of **searching** for it by name, number, or other details.
{% endhint %}

### &#x20;To Check the Walk-in Leads

***

Once the walk-in lead **gets added** by the particular user then in order to **check** that you can simply click on the "**Walk-In Leads**" option from the main screen.

<figure><img src="/files/fCMsZMkGnNll1MdE2H1O" alt=""><figcaption></figcaption></figure>

Post that a new screen will appear which will **show** your users the leads that has been added by them from the "**Walk-in Lead**" option.&#x20;

<figure><img src="/files/4bcAmM9wilUHYjwqKnM8" alt=""><figcaption></figcaption></figure>

After clicking on any of the lead, the **details** will appear. Along with that the leads can be **filtered** through dates and can be **deleted** as well. &#x20;

<figure><img src="/files/steZB2884dQxfstrgvBT" alt=""><figcaption></figcaption></figure>

Once your Users click on the "**View**" button on any of the lead, it will take your Users to the **lead card** in order to make the call.

<figure><img src="/files/lRyq1ivWnQuIMSGYFR6y" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Note:** Even from this **particular screen** also if your Users want to add a Walk-in Lead, then they just simply need to click on the "**+Add Lead**" option from the top right corner of the screen and the **same process** needs to be followed further in order to **create** a Walk-in Lead.
{% endhint %}

<figure><img src="/files/xlxKV0wpfI0nsabFJPeG" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.neodove.com/neodove-web-application/walk-in-leads.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
