In this article, learn about how to add a contact as a lead in your account.
APPLIES TO: Admins & Managers
Last Updated: May 15, 2024
You are able to add clients as a lead to your contacts list enabling you to target them to purchase products without them receiving an invite to create an account.
Add a Lead
- Click on Contacts from the left navigation panel
- Under the Clients tab, click the black plus sign
- Select the Lead toggle, enter the first name, last name & email
- Note: the client will not receive an email to create an account
- They will exist in your Contacts list under the "Lead" account type
- Leads can be sent marketing emails and will become an active Client once they have created an account
Things to note:
- A contact can be a lead at Customer A and a client at Customer B - if they want to become a client at Customer A, they will be prompted to just use their same username/password they have for Customer B