Follow these simple steps to create Leads with your own hands.

Step 1: Go to the Leads page. Click the + Lead button and fill in the information.

Lead type. Use this field to set up and apply different Lead forms.

By default, the “Lead” type is selected, but you can change this on the Settings > General page. Learn more about creating and configuring lead types in this article.

Build automated workflows by setting up and applying different Initial Statuses based on Lead type, combined with your own status transfer rules and unique status sequences.

Client name shows the name of your potential client. Fill this field with the necessary information.

Hit the + Client button to create a new client profile with several fields for putting in the phone number(s).

Note: If you proceed without creating a new client profile, it will not be displayed elsewhere. This is necessary to keep your client base clean.

Mobile — fill in the phone number of your potential client.

If the phone number you’ve entered makes an exact match with an already existing client profile, the RemOnline system will provide you with a handy option to make them connected.

Once the new Lead is bound to the existing client (or when creating a new profile from scratch), the “Client name” and “Mobile” fields will be both replaced with a client profile.

Note: Review of the existing client profiles is only available for users with the “Can view the customers” set of permissions. Learn more about a set of permissions that can be assigned to employees (roles).

You can also use RemOnline to send SMS/WhatsApp/Viber notifications to your clients or call them directly — even without leaving the system. This feature is available once you have a configured VoIP, SMS gateway, WhatsApp or Viber integration.

Ad campaign is a configurable field to manage your advertising campaigns. Once you fill in the necessary info, you will be able to measure marketing efficiency in the special report.

Comment — use this field to add the relevant information and any notes on Leads.

Will done at is a system field that indicates a due date for transferring Leads to the closed status (Won or Lost).

When this date expires, Leads will automatically receive the “Overdue” badge. And the Lead Table will change a shaded clock-face indicator of overdue Leads in the “Due Date” column to a colored icon with showing current period of delay.

Urgent — click this checkbox to make your Leads updated with the “Urgent” badge. Doing so, you will make them marked with a specific indicator displayed in the Lead Table.

Location can be used to specify the location when needed. Filling this field is optional, so you can just keep everything marked as “Not specified ”.

Manager — here you can put the name of the employee responsible for Lead. Otherwise, this field will automatically receive the data from the employee’s profile used to create a request from a potential client.

Lead notifications for employees can be configured on the Settings > Notifications > Leads page.

Step 2: Hit the Create button.

Done! Your new lead is finally created, it can be found in the Lead Table. Every Lead in RemOnline has a unique number with a configurable numbering order. To change the “Lead numbering template”, just proceed with the Settings > General > Leads page.

If the client's phone number in a new work order matches the phone number in an active Lead, RemOnline will show a message. It will contain a link to the Lead profile and a button to connect the work order with this Lead.

Click the button to connect the work order with the Lead. This Lead will be automatically transferred to the "Successful Work Order" status.

You can learn more about the Leads block in the Help Center section.