Creating and Editing Leads via the App
With the SprintHub App, you gain mobility and convenience to manage your Leads at any time, from wherever you are. Whether to add a new contact or update information of an existing Lead, the process is quick, intuitive, and integrated with your CRM. In this article, we will show the step-by-step to create and edit Leads directly through the app.
📌 How to Create a Lead via the App
Access the SprintHub App Log in to your account as usual.
Open the Leads Menu In the app's bottom or side menu, tap the option Leads.
Tap the Add Icon (+) On the Leads screen, locate and tap the button '+' or New Lead.
Fill in the Lead Information Enter the main data such as:
First name
Email
Phone
Company (if applicable)
Other customized information, according to the fields defined in your account.
Save After filling in the required and desired fields, tap Save.
Done! The Lead will be available in the CRM and can be monitored normally.
✏️ How to Edit a Lead via the App
Locate the Lead you want to edit Access the menu of Leads and use the search or scroll the list until you find the desired contact.
Open the Lead Tap on the Lead to view the details.
Edit Information On the Lead information screen, tap the icon of edit (pencil) or the option Edit Lead.
Update the Data Make the necessary changes: name, e-mail, phone, status, tags or customized fields.
Save Changes After adjusting the information, tap Save to finish.
📎 Important Notes:
The displayed and required fields may vary according to the account configuration in SprintHub.
Leads created or edited via the App are automatically synchronized with the web platform.
CONCLUSION
Managing Leads through the SprintHub App is a practical solution to keep control of your opportunities even outside the office. With a few clicks, you can create, update and track your contacts' data in real time, optimizing your sales routine.
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