A lead is considered as a potential client who has shown interest, but has not yet committed to purchasing a package or membership or any service.
There are 2 ways to add a new lead into the system;
1. The easiest way is to go to the home screen. Front and Center you will see a Red Box with the number of leads. Click the “Plus or Add symbol” and enter the Information for the Lead.
Home Dashboard -> Leads Box -> Click “Add” or “Plus Sign” -> Enter information
2. The second way is if you are already in the clients’ section of the platform.
Clients -> Leads Tab -> Add Lead -> Enter Information