Creating leads is a straightforward process that allows you to efficiently manage potential client information.
Step 1: Access Lead Creation Page
Start by logging into your Pabau account, then click on the Create button at the top of the screen, or use the hotkeys Shift + L to initiate lead creation.
Alternatively, navigate to Leads in the left sidebar menu and click on "Leads." Then, select "Create Lead" in the top right corner.
Step 2: Inputting Relevant Details
Make sure to input essential details about the lead, including their full name, email, and lead location. The lead location is particularly relevant for multi-location businesses.
Choose the lead pipeline to which the lead will be added and set their current stage within the pipeline.
NOTE: Beyond manual lead creation, consider integrating the Pabau lead form on your website. This allows potential clients interested in your services to conveniently fill out the form, automatically creating their lead profile in Pabau.
To obtain the Pabau lead form, please connect with our dedicated support team for assistance.
Step 3: Assign a Lead Owner
In the top right corner, select the lead's owner from your list of staff members. Designating a lead owner helps in assigning responsibility and streamlining communication.
Step 4: Completing the Lead Creation
Once all relevant information is inputted and options are selected, click on the "Create" button to finalize the lead creation process.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Leads article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.