🍉
LimeCall
  • Welcome to LimeCall
    • ❓What's In The Box?
  • 🚀Getting Started
    • 🚀Activate Your Trial
    • 🚀Getting Started Checklist for Admin
      • ⬇️Step 1 | Setting Up Call Forwarding
      • ⬇️Step 2 | Install Widget
      • ⬇️Step 3 | Invite A Team Member
      • ⬇️Step 4 | Configure Notifications
      • ⬇️Step 5 | Set Personal Working Hours
      • ⬇️Step 6 | Set Business Hours
      • ⬇️Step 7 | Personalize Your Widget
      • ⬇️Step 8 | Integrate Your Calendar
    • 🔧Settings
      • Personal Settings
      • Company Settings
      • Platform Settings
        • Calls
        • Schedules
        • Countries
        • Auto Response
        • BlackList
        • Caller ID
      • Quick Replies
      • Lead Qualification
      • Users + Teams
      • Billing
      • Integration
      • API
      • Audit Log
      • Installation
      • My Page
    • 🚀Getting Started for Agents
      • ⬇️Configure Work Hours
      • ⬇️Setup Call Forwarding
      • ⬇️Test Call Forwarding
      • ⬇️Configure Profile
      • ⬇️Configure Virtual Number (If assigned)
      • ⬇️Watch a Demo Video
    • 🚀Widget Setup
      • ⬇️Installing the Widget
      • ⬇️How each Widget theme works
        • Comparing each Widget theme functions
        • Classic Widget
        • Smart Widget
        • Modern Widget
        • Callback Widget
        • Ultimate Widget
      • ⬇️Widget Basic Settings
      • 🆕Customize the Widget to your brand design
      • 🆕Customize the Call Button to your brand design
      • 🆕Adding / Removing Channels to your widget
      • 🆕Adding Social & External Links
      • ☑️Testing Your Widget
  • ℹ️Onboarding Guide
    • Click 2 Call
    • Virtual Number
  • ℹ️Getting Started Guide
    • ⬇️Installing the Widget
    • ⬇️Widget Templates
      • Comparing each Widget theme functions
      • Classic Widget
      • Smart Widget
      • Modern Widget
      • Callback Widget
      • Ultimate Widget
    • ⬇️Widget Basic Settings
    • 🆕Customize the Widget to your brand design
    • 🆕Customize the Call Button to your brand design
    • 🆕Adding / Removing Channels to your widget
    • 🆕Adding Social & External Links
    • ☑️Testing Your Widget
  • 📔Manager's Handbook
    • Learn the basics of LimeCall
    • Login to LimeCall
    • Start managing your first lead
    • Set up the Agent App
    • Bring people on board
    • Edit Agent profile
    • Test LimeCall with teammates and friends
    • Check out the basic tools and features
    • Set up the Widget
    • Customize the Widget
    • Add LimeCall to your website
    • Start connecting
    • Choose a plan and subscribe
    • Adding A Payment Method
    • Dive into Reports
    • Train your team
    • Go beyond basic features
    • Register for A2P
      • Registering for A2P
      • A Complete Guide to A2P 10DLC
      • LimeCall Messaging Policies
      • Compliance Requirements
      • Is LimeCall HIPAA Compliant?
  • 💡Use Case Examples
    • For Business Texting
    • For Call/Meeting Scheduling
    • Personal Booking Page
    • Callback Automation Platform
      • Reduce Lead Response Time
    • Business or Additional Number
    • Lead Routing
      • For Lead Notification & Distribution
    • Facebook Lead Ads
  • ⁉️FAQs
    • General
      • What is LimeCall used for?
      • How do I activate my Free Trial?
      • Is it mandatory to verify the number?
      • Trial Activated, what next?
      • Getting Started Checklist - What is it and must I complete it?
      • What languages does LimeCall support?
      • Do I need coding experience to install LimeCall on my site?
    • Dashboard
      • Setting up your profile
      • How to add several users to one LimeCall account?
      • What is the "Customer answer rate"?
      • What is the 'Agent answer rate'?
      • Can I manage the access level of team members to my account?
      • Can I assign specific teams & users to a specific widget/site?
    • Calls
      • What is a call button?
      • What is the time limit per call?
      • How to block spam callers?
      • How to assign an incoming number?
      • How to switch off SMS notifications?
      • What are Call Settings
      • Setting Caller ID
      • Will I get a toll-free phone number from my preferred country included in the Pro Plan?
      • Receiving digital calls from your website and app (WebRTC)
    • Widget
      • Customise the appearance of the Widget's design
      • The basic settings of the Widget Display
      • How can I design my Widget Template?
      • How to set your business hours?
      • Where do messages from the LimeCall widget go?
      • Can I choose where the widget is displayed?
    • Platform
      • Can I save individual and company contacts?
      • How to check the activity of Leads?
      • How to allow Customers to schedule a Call?
      • Selecting which URL’s display your widget?
      • How to add users and teams to your Dashboard?
    • Working Hours + Availability
      • How to add business hours to reflect team availability?
      • Turning off my team's availability
  • ⚠️Troubleshooting
    • Dashboard
      • Trouble logging in?
      • Why is the widget not displaying on my website?
      • LimeCall System Status
      • Resetting your password
    • Calls
      • Outbound calls are not connecting
    • Widget
      • Why is the Widget is loading slowly on my website?
    • Troubleshooting For Admins
      • Trial is not working
      • Widget not working
      • Callback not showing on widget
      • Widget web call not working
      • Unable to make outgoing calls
      • Unable to send/receive SMS
      • Unable to purchase incoming number
  • 🔀Data Integrations
    • HubSpot
    • Zapier
    • Slack
    • API
    • Google Calendar
  • Channels
    • ↗️Channels Overview
    • ↩️WebHooks + API
    • 🔢Virtual Phone Numbers
      • Purchasing a virtual number from your Dashboard
      • Forwarding a number
        • Forwarding to your team
      • Call Routing and IVR
      • Manage Your Virtual Number
    • 🌀Web Widget
    • 🗓️Personal Booking Page
    • 🔽Integrations
      • Website Contact Forms
      • TikTok Leads
      • Clickfunnels
      • WordPress
      • Google Forms
  • Agents Usage Guide
    • 🔍Overview
      • Admin Web Dashboard
        • Managing Leads
        • Managing Calls
        • Managing SMS
      • Agent Dashboard
        • Managing Leads
        • Managing Calls
        • Managing SMS
      • Andriod App
      • Chrome Extension
      • Call Forwarding
    • 📨Send & Receive SMS
    • 📞Making Calls
      • 📞Making calls from your Admin Web Dashboard
      • 📞Making calls from your Agent Dashboard
      • 📞Making calls from your Android App
      • 📞Making calls from your Chrome Extension
      • Making A Call From The Dialer
      • Calling a lead
    • 📞Receiving Callbacks
    • 📈SMS Campaigns
      • Create and manage lists
      • Send bulk SMS
      • Track campaigns
    • 🔢Virtual Numbers
      • Purchasing a virtual number from your Dashboard
      • Forwarding a number
        • Forwarding to your team
      • Call Routing and IVR
      • Manage Your Virtual Number
    • 👥Managing Leads
      • Types of Leads
      • Lead Management
      • Lead Qualification
      • 🆕Manually Adding A Lead
      • 🆕Lead Pipeline
      • Lead Filtering
      • Tags and Segments
    • ▶️Video Tutorials
      • Dashboard
      • Leads
      • Conversations
      • Contacts
      • Virtual Numbers
      • Campaign
      • Analytics
      • Settings
      • Widget
      • Call Recording
      • Team Collaboration
      • Call Pop
Powered by GitBook
On this page

Was this helpful?

  1. Agents Usage Guide
  2. Managing Leads

Manually Adding A Lead

Here's how to manually add a Lead

PreviousLead QualificationNextLead Pipeline

Last updated 1 year ago

Was this helpful?

Here are the steps to manually add a Lead to LimeCall.

  • Sign in to your LimeCall account.

  • Click on the "Leads" tab.

  • Click on the "Add Lead" button.

  • Follow the "Add Lead" page steps.

  • Tell us about the Lead

  • Enter additional info available

  • Tell us where the Lead came from.

  • Add additional data

  • Once complete, select "Add Lead"

  • Your new lead will appear in the Leads page

  • Select "Preview" to view your Lead details

The lead will be added to your LimeCall account and you will be able to start tracking their progress through the sales process!

Here are some additional tips to add leads to LimeCall:

  • You can import leads from a CSV file.

  • You can use the LimeCall API to add leads programmatically.

  • You can use the LimeCall lead capture widget to capture leads from your website.

By following these steps, you can easily add leads to LimeCall and start tracking their progress through the sales process.

👥
🆕