How Do I Manually Enter a Lead into Gather?
If you are collecting Leads from other sources aside from the Gather lead form on your website, it is best practice to manually input them into Gather to keep everything in one place. To do so, follow the steps below:
1. From the 'Leads' tab, select 'Create New Lead' in the right-hand corner.
2. Fill out all required fields (denoted by an asterisk *) and any other fields you wish to include.
3. To track where this particular lead originated from, use the 'Tracking' section to enter the 'Source', 'Channel' and 'Campaign'. You may also enter the 'Event Type' here.
4. Once everything has been filled out, click 'Create Lead' in the right-hand corner.
Now that your lead has been created, you can message them directly through Gather and convert the lead to a booking once they decide to move forward!