Add Lead from Manager Panel

Create New Lead from Manager Panel #

In the Manager Panel of NexaPortal, sales managers can manually create new leads.
To add a lead, simply click on the “Create Lead” button at the top right of the page.

This feature is especially useful when a lead is received offline (e.g., via phone call, in-person visit, WhatsApp, etc.) and needs to be registered manually in the system.

🧾 Lead Creation Form #

Field	Description
Patient	Link the lead to an existing patient or create a new one
Source	Lead source (e.g., Panel, WhatsApp, Facebook, Campaign, etc.)
Name	Name of the lead or caller (required)
Mobile	Lead’s phone number (required)
Email	Email address (optional)
Language	Preferred language for communication
Category	Treatment/service category (e.g., Dental, Hair, Aesthetic)
Partner	Referrer or partner (if lead came from a third-party)
Campaign	Related campaign, if the lead came via an ad system
Note	Additional comments or details about the lead

🎯 Setting the Sales Stage #

At the bottom of the form, you can select the Pipeline and Stage for the lead.
This ensures that the lead enters the correct sales flow from the very beginning, triggering follow-ups right away.
You can also use the “Add More” option to assign multiple paths/stages (if this feature is enabled in your settings).

🔁 Place Lead in Automatic Queue #

By enabling the “Place in automatic queue” option, the lead is automatically added to the lead distribution system.
It will then be assigned to a qualified salesperson based on the predefined lead distribution rules.

✅ Benefits #

Fast and accurate registration of offline or special leads
Linking leads to existing patients for seamless follow-ups
Categorizing leads by campaigns and partners
Full control over lead entry and journey within the system
Simplified lead distribution via automated or manual queues

💡 Tip: To improve tracking and reporting quality, it’s recommended to carefully fill in all fields, even optional ones like language, category, and partner 📈