How can we help you?

How do I manually add a new Lead in Funnel?

If you have received an offline enquiry and need to add a new Lead into Funnel, you can start the process by clicking the 'Add Lead' button on the top right hand side of the Leads view. 


A pop-up screen will then appear, in which you can complete the key information of the guardian and the child.


Once you've populated the information, click 'Create Lead' and you'll be taken directly to the new Lead's page. 


Here you will see, and be able to edit information such as the lead stage, lead information and guardian information on the left hand side, and the timeline on the right hand side, showing all activity related to the Lead. 

Have more questions? Submit a request


Powered by Zendesk