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Knowledge Base |
Mobile App: ClubReady Team - How To Add A New Lead
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This article will guide you through adding a new lead using the ClubReady Team Mobile App.
Requirements - Staff will need to have the ClubReady App downloaded to their phone and a Username and Password that has been provided by their club.
Log into the ClubReady Team Mobile App using your username and password.
The app will take you to the dashboard screen by default. To add a new lead from the App, select the Leads icon in the Navigation Bar.
From here, a lead form will appear for you to add the new leads information including: First Name, Last Name, Email, Phone Number, Gender, Contact Method, Lead Type, Lead Source and Notes. Click Add to create a new lead.
Requirements - Staff will need to have the ClubReady App downloaded to their phone and a Username and Password that has been provided by their club.
Adding A New Lead
Log into the ClubReady Team Mobile App using your username and password.
The app will take you to the dashboard screen by default. To add a new lead from the App, select the Leads icon in the Navigation Bar.
From here, a lead form will appear for you to add the new leads information including: First Name, Last Name, Email, Phone Number, Gender, Contact Method, Lead Type, Lead Source and Notes. Click Add to create a new lead.
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