This course will show you how to add Leads to PulsePoint.
Go to Leads tab and select New Lead.
If no Lead Source is needed the lead will be added with the Rep as the source, aka self generated. If applicable choose a “Lead Source” and "Source Contact”. If no Source Contact is present select Add Contact. Enter the Contact’s information and select Add New button.
If you are an Office user you will select the “Rep”. If you are a Sales user you will not have this option.
Complete the Business Information, DBA, Contact, etc.
Set Follow-up date, time and time-zone.
Select Save button.
Lead notification is sent to the Lead Source and Sales Rep.
PulsePoint Leads FAQ
1. How do I add a new lead in PulsePoint?
To add a new lead, navigate to the Leads tab and select New Lead. You can choose a Lead Source and Source Contact if applicable. If no Lead Source is selected, the lead will be added with the Rep as the source (self-generated).
2. What if the Source Contact isn't listed?
If the Source Contact is not available in the system, simply select Add Contact. Enter the Contact's information and click the Add New button.
3. Is there a difference in adding leads for Office and Sales users?
Yes, Office users will need to select the Rep for the lead. Sales users will not have this option.
4. What information is required when adding a lead?
You'll need to complete various details including Business Information, DBA (Doing Business As), and Contact information.
5. Can I schedule follow-ups for my leads?
Absolutely! Set the desired Follow-up date, time, and time-zone before saving the lead.
6. How is the lead information communicated?
Upon saving the lead, a notification is automatically sent to both the Lead Source and the assigned Sales Rep.
7. What happens if I need further assistance?
You can reach out to PulsePoint support via phone at 877-844-0032 or by email at support@fidano.com.
8. Where can I find related resources and information?
PulsePoint offers a comprehensive Help Center with articles on managing leads, creating users, and other relevant topics.