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Add a lead to the customer map
Add a lead to the customer map

How do I add a lead to my customer map on the Saleboat app?

Updated over 3 months ago

To create a lead directly from the customer map, we need to find a suitable lead and click on it.

Clicking on the lead will bring up these instructions:

press and hold to add lead

After pressing and holding on screen, on the lead, you'll be presented with the screen below. All of the relevant lead information is already populated into the fields for you. You can add extra detail or edit the source if you need to and click create:

Where will I find my leads?

You'll see this lead in your list of leads on the app and the web and because they have an address too, you'll see them on your app customer map with the green star icon:


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