Adding a new lead in the Leadpal Tracker is a straightforward process. Follow these steps:
Navigate to the "Add Lead" Section:
In the sidebar, click on "Add Lead".
Enter Client Information:
Fields in this section are required.Enter Insurance Details:
Fields in this section are optional, but the more information you can provide, the better.
Submit the Lead:
After entering the necessary information, click "Submit lead".
You will be redirected to the "My Leads" page, where your newly added lead will be visible.