Leads are your potential clients which represent all incoming requests from the target market (clients looking for your product/service). This may also refer to a newly created website application, requests by phone, online chat applications, and so on.

As not every Lead is eventually converted into a client, the RemOnline team decided to take Leads into a separate section so you can manage them as an independent business process — routing them and keeping track of every interaction on the Leads page.

Note: This feature is available for all RemOnline users with the Startup subscription plan or higher.

RemOnline has 5 ways to create lead, so let's take a look at each of them:

On the Lead Page: This is a quick process for manually creating a new lead directly on the Lead page. Learn more in this article.

From the Incoming Call Card: A convenient option for converting an incoming call directly into a lead. Learn more in this article.

Automatic Lead Creation from Each Incoming or Missed Call: This feature reduces manual work and ensures accurate recording of all interactions with clients. Learn more in this article.

Using the API: Automate lead creation processes and reduce the likelihood of errors. Learn more in this article.

Creating a New Lead from Chat: This allows for quick responses to client requests and maintains high efficiency in handling requests. Learn more in this article.

Now that you know all the possible ways to create leads in RemOnline, you can move on to learning how to work with leads.

Learn more about the Lead section in the Help Center.