# 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. 

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>


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