In this section of the DaFeeder, leads can manually be added to an existing campaign. This feature allows for leads to be added without having to re-upload the .csv file again with the new leads. Thus, if a campaign is already being worked on, new leads can be added to the campaign without losing any dispositions, notes and callbacks on the existing leads. New customers can be added to a campaign and the next available representative will be calling it while working in that specific campaign. The adding of a lead can be done under the Feed tab in the dashboard.
The following provides a step-by-step guide on how to manually add a lead to a campaign.
Step 1 - Load the Desired Campaign
Choose and select the campaign the lead needs to be added to and click Add Lead.
You are not able to add a lead manually prior to selecting a campaign. The following error message will be displayed if the Add Lead button is clicked before loading a campaign.
Step 2 - Confirm Addition of Lead
After selecting Add Lead a prompt will pop up confirming that you wish to add a new lead to that particular campaign.
Select YES to continue adding the lead manually, or select CANCEL to
To add a lead manually, follow the steps given below:
1. Click FEED in the Main Menu.
The FEED page will be displayed.
2. Click Choose Campaign and select the campaign from the drop down list to which you wish to add lead manually.
3. Click +Add Lead.
A confirmation dialog will be displayed.
4. Click YES. If you click CANCEL you can continue working in the campaign that was previously selected.
| Info |
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| All the existing fields in the campaign will be empty for all pre-existing options that will be displayed for that campaign that has have selected. |
Step 3 - How to Fill in the Lead Information
After confirming the addition of the lead, a blank copy of the clients information fields will be displayed as shown with every field being blank (including lead history) except the Lead ID.
Fill out the information by clicking on the word 'Empty' next to the field being filled out.
Select the check mark to save the added information.
Step 4 - Complete Filling in Lead Information
The rest of the lead can now be filled with the relevant information about the customer. After the lead is completely filled in, it should look similar to a lead that was uploaded from a .csv file.
To edit the information select the fields text information that requires the change, and make the desired change selecting the check mark to save the new information.
Step 5 - Finalizing the Manually Added Lead
After verifying that all the input information is correct, The fields to add a new lead will be displayed.
The Lead ID will be generated by the system automatically.
5. To enter a value for a field, click Empty.
A dialog will be displayed in the field.
6. Enter the required value and click (
) .
7. Enter the required values for all the fields.
8. (Optional) Select the priority for the note, in the Add Note section.
9. (Optional) Enter the notes in the Add Note field and click Add Note.
After verifying that all values you can navigate to any other page which will finalize the changes and the creation of create the lead. Now, the The newly created lead will now be in the queue of the leads that will be fed from the campaign and an agent working on this specific campaign will receive this lead just like s/he would receive a normal lead from the campaign.