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Manual Lead Entry Form
First Name
Last Name
Street Address 1
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Notes
Lead Owner
Lead Owner
Round Robin
Chad Davies
Sondra Warren
Skylar Davies
Scott Madrid
Joe Hardy
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Lead Type
When you select a lead type below, it will automatically start the entire lead followup process. This includes creating an opportunity, sending the initial brochure email, assigning an owner (above) and sending 1 year of emails.
Swim Spa Lead
Hot Tub Lead
In Ground Pool Lead
Customer Type
Enter any new or existing customers here. If they are already a lead in the system and you enter them, the system will synchronize the new customer record with the lead record. *Must use same email address*
Swim Spa Customer
Hot Tub Customer
IG Pool Customer
ONLY Send Brochures
By selecting one of the boxes below, the lead will ONLY receive a brochure and nothing else. If you have selected an option above, you don't need to select one of these options.
Just Send Swim Spa Brochure
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Just Send Pool Brochures
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