Load the campaign you want to add a lead to and click "Add Lead".
This is exceptionally helpful if you want to add drip leads to existing campaigns.
Maybe you keep a regular campaign for new customer followups.
Add the new customers to your 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.
Pick the campaign that will contain the new lead.
Note: 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.
Select + Add 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.
Once completing the confirmation by selecting Yes, a blank copy of the clients information fields The fields to add a new lead will be displayed.
Fill out the information by selecting the word 'Empty' next to the field being filled out.
Select the check mark to save the added information.
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
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 create the lead. 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.