Create / add leads manually in a listwhen you have only a few leads to add.
1. Select Leads.
2 Select Leads/customers.
3. Select the Leads tab, and identify the list on which you want to add leads manually.
4 Enter the name of the lead you're looking for in the Search field on the right.
The screen below shows the searched lead.
5. Click once on the lead in question to select it.
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6. Right-click to open the menu.
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7. Click on Add to a list.
The screen below appears.
8. Select the list in question from the List name drop-down menu.
9. Click OK.
The name of the lead is added to the list.
Create / add leads manually on your desktop
1. Click Leads, then Leads / Clients.
2. Select the Leads tab.
3. Click Add.
The screen below appears.
4. Fill in the Lead Source. This field refers to the source of the lead. The default sources displayed in PUBLITRAC are: Bing, Google, Yahoo, and New Lead. You can add as many Lead Sources as you want (adding a Lead Source is often required when synchronizing with CRM’s). Your
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addition will be automatically displayed after the default fields in the drop-down menu (for example: back to school email campaigns, imported list contest, synchronization,...). To add / remove Lead Sources, see Settings / Configuration / Configuration of the types, Lead Source section. A history of all the interactions is stored in PUBLITRAC, and is displayed through a drop-down menu.
5. Type in the lead’s email address.
6 to 9. Fill in the lead’s
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First name,
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Last name,
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Telephone #, and
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Company name (optional).
10. Click Save.
The system will create a new lead and place it at the end of the list.
Create / add a lead on your smart phone or Tablet tablet
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Step 1. Create a landing page
1. Go to Content.
2. Select Landing Page.
3. Click Add.
The screen below appears.
4.5.6.7.8: Complete the required information, and then follow the instructions as described in article 3. Content / Landing Page.
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The screen below is displayed.
The New Form screen is displayed.
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