How to Create a New Lead Profile in Readymode

Modified on Thu, Oct 30 at 8:21 AM

Need to create a new Lead Profile on the fly? See below for instructions.

Creating Lead Profiles

While most of your Leads will be brought into Readymode via the import tool, sometimes you might need to manually create a new Lead Profile.

Create a New Lead Profile

To create a new Lead Profile, open any Folder, click the +New icon.

Choose New Profile from the list of resources available.

Screenshot of the Readymode “Folder: Admin” window showing available creation options. The New Profile icon is highlighted, used to manually create a new Lead Profile.

Fill in the CRM Fields (1) with the information you have, and make any notes in the Call Notes tab (2). Next, disposition the Lead using the Call Results (3) on the left side of the screen.

Screenshot of a new Lead Profile in Readymode showing three main sections: (1) Contact Information for entering lead details, (2) Call Notes and tabs for additional information like Google Maps and Contact History, and (3) Call Results panel for selecting dispositions and saving or transferring the lead.

Using Call Results, you can choose to transfer lead to yourself, or to another User or Queue using the Transfer drop-down menu (1).

Decide whether or not to take ownership of the Lead using the Save in drop-down menu (2). Feel free to use any of the other options available as well.

When you're ready to save the Lead Profile, click the Submit call log button (3).

Screenshot of the Call Results panel in Readymode showing how to disposition a Lead Profile. The example highlights: (1) selecting a result from the Transfer to dropdown (e.g., Completed Sales), (2) choosing whether to take ownership of the lead under Save in, and (3) clicking Submit call log to save the lead.

Here's a quick overview of the entire process:

Animated screenshot showing the process of creating a new Lead Profile in Readymode — starting by clicking the +New icon, selecting New Profile, entering lead details, adding call notes, and saving the profile using Submit call log.