Create a Lead

Where can I create a Lead?

Updated over a week ago

Creating a Lead in Saleboat is the best and fastest way to add a company to Saleboat before you contact them - all you need is a name and a phone number or email address.

Please click on the button below to be redirected to our training video on Creating a Lead:

How to add a lead:

A lead can be added by using the Plus Button or Create.

Using the Plus Button:

Press the Plus Button and select Lead.
Fill in as much information as you have - You must have a name & some form of contact information.

This is what the Create Form looks like:

You will need to fill in, at minimum, the Lead Name and either a phone number or an email address.
If you think you know what the Opportunity Value of this Lead could be, fill this in too.
If your manager has set a standard list of Sources to choose from, you may also select one of these. 

You can click on MORE to the right of the form when you're done inputting all the information that you have.
This will have a few more options for you to explore:

If you have this information, even better!
You may now input a Contact Name, some notes (whatever you think will be important later).
You may even assign the Lead to another team member within your Organisation.

Using CREATE +:

Press the CREATE + button, underneath Today's Stats.
This will open the same Create Lead from as the Plus Button, it's simply another way to Create a Lead.

Once you are done completing the form, you may click on CREATE at the bottom right of the form to create the Lead within Saleboat. This will the add a lead card to your Leads Dashboard or another line to your Leads List - depending on which u=you find easier to view your Leads.

This is what the Lead Card will look like:

Please click on the button below to read more information about Lead Cards or the Leads List:


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