There are 2 ways to add a Lead to your WillowSpace.

1. Use the Lead Capture Form

A lead capture form is a form that you can embed on your website to capture inquiries from potential clients. To create, edit and manage your lead form, log in to your WillowSpace Account > Leads > Edit lead form:

From here, you can add your lead form settings and create a form with custom questions. Then, you will want to embed the form using the code snippet into your own website or share the link wherever you see fit.

Once someone submits this form, you will be notified about a new WillowSpace lead! From there you can manage all of your meetings, follow-ups and proposals to convert that lead into a client.

2. Add a Lead Manually

The second option to add a Lead to WillowSpace is to add one manually. This is best for when people reach out to you directly in your email or via social media platforms.

You can do this by going to Leads > Add a new lead:

From here, follow the instructions to fill in the necessary information for your new lead.