Walk-In Leads
Let's talk about what a walk-in lead is and how to add one.
How to create a Walk-in Lead
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.
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.
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".
Post that another pop up will appear and there you need to click on "Submit" to get the lead added in the database.
The lead will then be created in the database and assigned to the user who added it.
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.
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.
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.
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.
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.
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.
Last updated
Was this helpful?