SharpSpring enables you to manually add an individual lead without uploading them from a list or filling out a form on your website. This is useful for when you meet somebody at a trade show or similar event. Once you have the individual's contact information, you can simply add the lead to SharpSpring.
NOTE: When you manually add a lead, that lead is not being tracked. The best way to begin tracking the lead's behavior is by sending him or her a one-off email in the Contact Manager. Once the lead clicks on the link in the email, then SharpSpring can begin tracking that lead. More information on sending one-off emails, can be found in the article Sending One-off Emails.
The following User Roles have access to add a new contact:
- Marketing Manager
Follow these steps to manually add a lead.
Step One: On the toolbar top right, click the New button, then on the drop-down, select Contact.
Step Two: Enter the contact's information. First Name and Last Name are required. Once you have entered all the information, click Add Contact.
NOTE: When you click Add Contact the system will check to make sure the lead is not already a contact in your database. The check uses the lead's email address as the unique identifier to see if the lead already exists in the database.
Step Three: The contact's page will display. You can add more information about the contact, add a group tag, persona, custom fields, add a reminder, edit fields and more.
On the top right, click Options to add other actions to your new contact.