How to add a new lead in Mobile App

This article explains how to add a new lead using the Dealer Studio mobile app. Creating leads in the app allows you to quickly capture customer enquiries and keep your sales activities organised.

Instructions to Add a New Lead

Follow the steps below to add a new lead in the Dealer Studio mobile app:

• Step 1: Navigate to Add New Lead

• Step 2: Enter Lead Information

• Step 3: Submit the Lead

Step 1: Navigate to Add New Lead

1. Log in to the Dealer Studio mobile app.

2. From the Dashboard, select your Dealership.

3. Tap the '+' button at the bottom of the screen.

4. Tap Add New Lead.

Step 2: Enter Lead Information

Follow the steps shown at the top of the screen.

i. Select a Customer

Choose the customer involved in this lead.

• Select an existing customer from the list.

• To create a new customer, tap + New in the top-right corner.

ii. Lead Details

Enter the lead details as prompted in the form.

• Select the correct Lead Category for the lead.

• Complete the required fields.

• Optionally toggle Send customer email to notify the customer once the lead is created.

Step 3: Submit the Lead

Tap Submit to create the lead.

Once submitted, the lead will be created and added to your Leads list.

To find the lead more easily:

• Use the Filter option to narrow down your search.
  

Important:
Selecting the correct Lead Category helps ensure the lead is assigned and tracked correctly.

Video

Please refer to the attached video below for a visual guide.