Adding a new lead in Leadpal is straightforward and allows you to capture essential information and track potential sales opportunities effectively. Follow the steps below to add a new lead to your Prospects list.
Get Started
Go to Prospects and click Add Lead.
Enter Lead Information
The lead entry form is divided into four tabs: Contact, Product, Lead, and Miscellaneous. Each tab contains specific fields to help you capture detailed information about the lead.
Contact Tab:
Name: Enter the lead’s full name.
Business Name: Provide the business's name associated with the lead.
Phone Number: Add a contact number for the lead.
Business Email Address: Enter the lead’s business email address.
Address: Enter a postcode to use the address lookup feature and automatically fill in the address details.
Product Tab:
Product Type: Select the product the prospect is interested in.
Cover Date: Enter the date the coverage is expected to begin.
Lead Tab:
Lead Source: Specify the source from which the lead originated (e.g., Google Ads, referral).
First Contact Made: Record the date the first contact was made with the lead.
Fact Find Sent: Indicate if a fact find has been sent to the lead.
Advisor: Assign an advisor to the lead.
Potential Premium: Enter the potential premium amount associated with the lead.
Potential Income: Estimate the potential income from this lead.
Date of Recommendation: Note the date a recommendation was provided to the lead.
Payment Type: Specify the type of payment arrangement.
Written Premium: Record the confirmed premium once the sale is made.
Income: Enter the income generated from the sale.
Fee: Add any applicable fees.
Date of Sale: Enter the date the sale was finalised.
Lost Reason: If applicable, record why the lead was lost.
Calls: Track the number of calls made to the lead.
Miscellaneous Tab:
Acturis Reference: Enter the Acturis Reference if available.
Note: If you have an Acturis integration, the unique Acturis reference for each lead will be automatically added to the lead when you save it.
Introducer Reference: If you’re manually adding a lead on behalf of an introducer, add the introducer reference.
Note: If you don’t include an Introducer Reference, the lead won’t be added to Leadpal Tracker, and the introducer won’t receive any updates on the lead.
Recommended Fields:
While you only need to fill in a single field to save the lead, we recommend adding at least the following:
Name
Phone Number
Business Email Address
The more information you provide, the better Leadpal can help you manage and track the lead.
Save the Lead
Once you’ve entered all the necessary information, click the 'Save' button to add the lead to your Prospects list.
We strongly recommend always adding a lead source when entering a new lead. This step is crucial for maintaining the accuracy of your Analytics reports, as it allows you to track the effectiveness of different lead sources, measure ROI, and gain deeper insights into your lead generation strategies. By consistently including a lead source, you ensure your data is complete and reliable, enabling more informed decision-making.