SharpSpring enables you to manually add an individual lead without uploading them from a list or filling out a form on your website.
This is useful for when you meet somebody at a trade show or similar event. Once you have the individual's contact information, you can simply add the lead to SharpSpring.
(Note: When you manually add a lead, that lead is not being tracked. The best way to begin tracking the lead's behavior is by sending him or her a one-off email in the "Contact Manager." Once the lead click on the link in the email, then SharpSpring can begin tracking that lead. More information on sending one-off emails, can be found here.)
The following video will show you how to manually add leads in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Step-by-Step Guide on how to a Manually add a Lead
Step 1: Click on the green “New” button in the upper right corner of SharpSpring.
Step 2: Select "Contact" in the drop down menu. It should be the 1st option in the menu.
Step 3: Enter the first name, last name and email address of the individual lead in the fields provided.
Step 4: Click on the blue "Add Contact" button once you're finished.
When you click “Add Contact” the system will check to make sure the lead is not already a contact in your database.
You should have a better understanding of how to manually add leads using SharpSpring. As always, if you have any questions or concerns you can send an email to email@example.com.