📂 Category: Leads
In Buscoou PRO, creating a new lead is simple and can be done through multiple methods.
Step 1: Access the Leads Section
- Navigate to Sales -> Leads from the left-side menu.
- Click the New Lead button.
Step 2: Quick Create Option
For a faster approach, you can use the Quick Create menu:
- Click the caret icon (▼) at the top left.
- Select New Lead.
- A modal window will open, allowing you to create a lead from any page inside Buscoou PRO.
Step 3: Public or Private Lead
- If you mark the lead as public, it will be visible to all staff members.
- If left private, it will be visible only to:
✅ The assigned staff member.
✅ The lead creator.
✅ Administrators.
Additionally, if you want specific staff members to view all leads, you can assign view permissions.
Step 4: Who Can See the Leads?
Leads can be created by any staff member. However, staff members who are not administrators can only see a lead in the following cases:
✅ If they created the lead themselves.
✅ If the lead is marked as public.
✅ If the lead was assigned to them, even if they were not the creator.
Step 5: Contacted Today Field
- If you contacted the lead on the same day you added it, keep the "Contacted Today" field checked.
- If unchecked, the system will not update the database with today’s contact date.
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