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How to Manually Add a Lead in Klasio

Manually adding a lead is a crucial part of managing your potential customers, and Klasio provides a straightforward way to manage this process. By following the steps in this guide, you can directly input new lead information into the platform, giving you a centralized location to manage and engage with your potential customers.

1. From the admin dashboard, go to Student under the People menu.

adding leads manually

2. Then click on Add Lead.

add lead button

3. Enter necessary information of the new lead and add any additional information if you want to.

adding lead form

4. Hit Save once you’re done.

save button for adding lead to klasio

Your new lead is now added to the Lead list of your academy.

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