Lead Management
New Lead
LeadFlow
Leads
Create Lead
Calendar
Logout
Update Lead
Capture core lead details, contact preferences, source and internal notes.
Business Name
*
Business Name *
Primary Contact Number
*
Primary Contact Number *
Secondary Contact Number
Secondary Contact Number
Email Address 1
Email Address 1
Email Address 2
Email Address 2
Preferred Contact Method
WhatsApp
Preferred Contact Method
Lead Source
LinkedIn
Lead Source
Notes
Needs lead capture, task visibility and case note history.
Notes
Multiple emails supported
Tasks can appear in calendar
Case notes added later
Update Lead
Cancel