How an Admin can Manually Add a Lead

Managing Leads

The Leads feature has been created in MyWaitlist to enable you to capture minimal information from prospective families, without adding them to the Waitlist.  Essentially this is giving you a list of leads who you are able to market to whilst they are waiting to be qualified to be moved to the Waitlist. 

Note: Leads will expire by default after 1 month if they haven't been moved to the Waitlist. Expired leads can be viewed but will be hidden by default. This expiry time frame can be changed from your automation settings. To configure your Automation settings, please see the following help article: Settings: Automation Settings

How an Admin can Manually Add a Lead

1. Click Leads on the header menu

2. Click the Add Lead button above the leads grid

3. An Add Lead form will then appear requiring data entry. The minimum required fields are indicated in red asterisks.

4. Tick Send New Lead Email to send the Lead Created by Admin automated email. OR leave unticked if the lead confirmation email is not required.

5. Click the Submit button to add the new lead to the database.

6. A confirmation message will then appear to show that a new lead has been added successfully.

7. Once the profile has been created, the Interactions history at the bottom of the page will confirm the creation of the new lead.