In this video, the speaker explains how to manually add a lead (opportunity) in the Move platform. Here's a summary:
- Manual Lead Entry: Leads can be added manually if they come from sources outside of automated forms (e.g., walk-ins or phone calls).
- Adding Lead Details: To add a lead, click "Plus Opportunity" and input their name, email, and phone number. The opportunity name will automatically match the contact name.
- Pipeline and Stage: Choose the appropriate pipeline and stage (e.g., "New Opportunity" or "In Communication").
- Opportunity Value: You can assign a value to the opportunity, keep the lead status open, and assign an owner if needed.
- Source and Tags: Input the lead's source (e.g., "Google call") and apply relevant tags before creating the lead.
- Tracking: Once created, the lead will appear in the system, and its source will be reflected in lead source reports.
This process allows you to manually track leads and ensure they enter the system for nurturing and follow-up.
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