How do I create a lead?

Learn how to create a lead in Dronedesk so you can track a new enquiry from first contact onwards. This walkthrough covers entering the contact details, recording where the enquiry came from, and saving the record to your leads list. Keeping prospects as leads means your client list stays limited to

Adding a new lead to Dronedesk can be achieved by selecting leads from the menu in the left hand side of the dashboard. This opens up the leads page where you can select the new lead button in the top right hand corner to create a new lead record. Complete the fields in the form, including the lead name. Select the lead progress from the drop down available. Add any further data to the fields in the form, including any additional fields that you may wish to add, such as client industry, business structure, and acquisition channel.

When you have completed your new record, save and close.

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