# Walk-In Leads

### How to create a Walk-in Lead

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{% 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.

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<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FgtH8YDa0WC0IXJVELBpq%2FWalk-in.png?alt=media&#x26;token=86508aa9-0e75-481e-b935-8adf7490f3f7" 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;

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<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FWEgtIex03wPE9Di7VU4S%2FWalk-ins.png?alt=media&#x26;token=d59f7964-0582-42c5-9b3f-e2fcc63a6f38" 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.

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<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FgJDXsz9D2eyvQ0cB5JOC%2FCreate%20Lead.png?alt=media&#x26;token=b4fe5bd0-7988-4db9-9327-76ed6d5883ae" 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

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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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FRvD2JWMDnrdxnLYA2ej5%2FWalk-in%20lead.png?alt=media&#x26;token=39382733-89ed-4c29-b57f-86d78b21c06b" 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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FmiNd5F0e4P346hrHIS63%2FWalk-in%20leads.png?alt=media&#x26;token=aed0ab75-f961-48aa-9cdd-efd0838dec14" 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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F8NQhDkPf5ckk9JRasQDN%2FWalks-in.png?alt=media&#x26;token=6c277a85-b3cc-4770-8da3-fe72461c9807" 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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FIhiLhbP88mi5BnbmynJ8%2FWalk-In%20Lead%20View.png?alt=media&#x26;token=d058f084-53f1-4e84-9b0f-63df04c498c5" 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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F8OYUXmO506YIDvZw8ifT%2FAdd%20Walk-Ins.png?alt=media&#x26;token=c633b4f5-647a-4431-a1de-c57d3340d437" alt=""><figcaption></figcaption></figure>
