Add a Quick Lead

ADD QUICK LEAD

What is add quick lead?

Inside the Client Dispute Manager Software, there are several ways to add a customer; one of those is to add them as a quick lead. This quick lead feature works if you need to quickly add someone inside the credit repair software.

Let’s say you are in a hurry or occupied for the whole day, and someone is trying to get in touch with you to enroll in your services. Since you’re busy, you’re not able to gather all the information you need from them. You can add them as a quick lead in the meantime and get back to them once you’re free.

To add a quick lead, you need to go to the dashboard and click the green box with the text “add a quick lead”.

Then a popup box will appear that you need to fill out and put your customer’s information in.

Once you’re done, click the create button.

If you now want to see and continue working with those customers that you added as a quick lead, first, go to the customer’s screen.

You can use the search box to look for your customer.

You can also use the status filter.

Note: When you add a quick lead the status will automatically be set to “current leads”. That’s why if you’ll use the status filter to look for your customer, make sure it’s under current leads status.

Once you pulled out your customer’s profile that you added as a quick lead and would like to continue working on his/her information, go to the action column.

Then click the pencil icon to edit.

You just need to fill out all the missing information of your customer.

Then once you’re done you click the green Update button.

You can also change the status of your customer from a current lead to a different status of your choice by clicking the status dropdown.

Adding a quick lead is a feature inside Client Dispute Manager software that is helpful, especially if you’re someone who’s always on the go. Just don’t forget to see to it that you get back to your customer and provide the service he or she is looking for.