The Leads section allows you to create and manage leads, track follow-up activities, and explore new business opportunities through Free Leads Program, streamlining your lead management process.
1. How to Create Leads?
(1) Manually Create Leads
Tap "+" in the bottom navigation to open Create Lead and type in the lead details as needed.
(2) Create Leads by Voice
Hold the "+" button to record to create a lead by speaking.
After the recording, AI creates the lead and opens its details page.
Review the AI-generated information and make any needed changes.
*Note: Leads created in the app or on the web are visible in both.
2. What Can You Do with Leads & Free Leads?
(1) Leads
Find a specific lead
View and edit lead information
Record follow-up activity
(2) Free Leads
View available high-potential leads
Review the lead details
View the full Emily snapshot
Claim and manage the lead