How Do I Create Leads?

How Do I Create Leads?

If you would like to enter in a Lead manually into your Zola CRM you can do so by:
  1.  Using the Quick Add tool



  2. From the CRM section, click on the plus sign on the color bar



Both of the above options will bring you to the New Lead modal:
  • You will need to select the Contact. If they are not currently a contact click on the plus sign to add them



  • Fill in the rest of the required fields and then select 'Create Lead'

  • You will now notice the new lead in your CRM dashboard


If you do not select a Primary Source, the Secondary will show in this field.
    • Related Articles

    • Who Will the New Lead Notifications Be Sent To?

      Each time a new Leads come into the CRM, there will be an Email notification sent top anyone in the firm you choose to notify. This can be set up in Firm Settings.  Go to Firm Settings Select CRM Options. Under the section, Notified Users for Form ...
    • What Is a CRM?

      Zola Suite's CRM is a Customer-Relationship Management system to better manage your Leads, intake, and referrals!  Identify and cultivate high-value prospects Automatically track where your leads are coming from Organize leads by source, practice ...
    • How Do I Install the Zola CRM Web Form on My Wordpress Website?

      Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
    • How Do I Manually Add the Zola CRM Webform to my Website?

      Zola Suite's CRM feature allows you to have leads created for you directly through your website. When a prospective client fills in their information through your online form, their details will automatically show up in Zola CRM. If you have a ...
    • How do you create a Law Pay account?

      If you do not have a LawPay account but wish to create one you can do so within Zola Suite. To do so: Enter your Firm Settings                 2. Select the Law Pay tab to your left       3. Select the Create Account button.            This will ...

    Status

    Experiencing degraded performance in Zola Suite?