To create a Lead in KigoPro, please follow the steps below:
- Go to KigoPro
- Go to Reservations > Leads
- Click Create New Lead
- Click New Contact (for new Leads ) or Search Contact (for existing Leads)
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Enter Necessary details:
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New Contact Information:
- Name - Mandatory
- Email - Mandatory
- Phone Number
- State
- Country
- City
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Lead Details:
- Lead title
- Status (refer to the article: introduction to Lead Page)
- Assigned To - can be any user that has a Booking Agent role.
- Lead Source
- Language
- Notes: This can be used to take note of any extra information about the Lead.
- Expiry Date: By default, a Lead will expire after 15 days from the creation date. At the Expiry Date, the Lead status will automatically be switched to "Discarded"
- Make Proposal
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New Contact Information:
- Click Create