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Simplifies adding leads

#22
Customers

The problem

  • Name, mobile and ZIP alone failed with an address error.
  • The error named a missing field, not what to do next.

What we considered

  1. A
    Shipped
    A

    Button under lead fields

    • Sits where the lead details end; one clear action.
  2. B
    B

    Lead card with status

    • Shows lead status in the form, but adds another card.

What shipped

  • Save as lead saves name, mobile, ZIP, email and tags.
  • Add customer now asks for the street and points to Save as lead.
  • Pressing Enter in the lead fields saves the lead.

You can add a lead with just a name, mobile number and ZIP. The address and service can be filled in later, when the customer is ready.

customersweb