Add Lead

Xander van Wyk

Created May 17, 2024

Add Lead

How to manually add a lead to a campaign in Laminin

13
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Laminin Demo

12 Steps
1

In order to add leads to a campaign there are 2 requirements:1. "Allow users to add leads" must be enabled on the campaign2. Your App Permissions will need to be correctly configured by the System Administrator to allow access to the "Add Lead" screen

2

Click on Add Lead

Click on Add Lead
3

Select the campaign you want to add the lead to

In this example we are adding to the "Installations Appointment Setup" campaign

Select the campaign you want to add the lead to
4

You can now see all the fields in this campaign that can be captured

Fields with a red line in front are mandatory fields and must be captured in order to proceed

You can now see all the fields in this campaign that can be captured
5

Complete the fields you have information for

In this example we select Mr for the Title field

Complete the fields you have information for
6

Complete the fields you have information for

In this example we add the client's name to the First Name field

Complete the fields you have information for
7

Complete the fields you have information for

In this example we add the client's surname to the Last Name field. Note this is a required field on this campaign.

Complete the fields you have information for
8

Complete the fields you have information for

In this example we add the client's cellphone number to the Mobile Phone field. Note this is a required field on this campaign.

Complete the fields you have information for
9

Complete the fields you have information for

In this example we add the client's email address to the Email field

Complete the fields you have information for
10

Complete the fields you have information for

In this example we select a date from the date picker for the Installation Date field. Note this is a required field on this campaign.

Complete the fields you have information for
11

Click on Save

Click on Save
12

The new lead is now created in the selected campaign

The new lead is now created in the selected campaign
Well done!
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