The fastest and easiest way to create a new lead when someone walks in the door is to use the app to scan their driver's license. This will allow you to capture all of their primary information (name, address, date of birth, DL number and expiration date, etc). 

1. Open the app on your phone and click on "Leads" in your toolbar, then click "New Lead". This will open your lead creation box.

3. Click on the Purple Button on the right side of the "First Name" field.  This will
open your scan tool so that you can scan the back of a driver's license. 

4. Scan the back of the driver's license for the lead you want to create. Make sure
you scan the large barcode on the back side of the driver's license. 

When you scan the driver's license, will pull most of the vital information and autofill it into your lead creation screen. 

5. Check Information! There are a few fields you will need to fill in. 

  • Double check the address
    If a lead has an old address on their license, that's what will transfer into the lead.

  • Add a phone number

  • Add an email

6. Scroll all the way to the bottom and click "Create New". This will officially create the lead and save al the information you entered.

7. You can now add vehicles, manage tasks, and contact customers. 

Create a Lead on Your Computer

To create a new lead using the system on your computer: 

1. Open "Leads" in your toolbar. 

2. Click "New Lead" at the bottom of the Leads drop-down. This will open a dialog box. 

3. Manually enter the customer information into the dialog box.

  • You must select a lead source before will let you continue. 

4. If this is a new customer, first click the "Create New Customer" button. 

5. Then click "Next" to save the information and create the lead.

6.   You will now be on your lead home page. It will look something like this.

Congratulations! You've created a lead! 

For more information on managing your leads, click HERE.

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