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Create Customer
Customers can be created in LeadLoop in three ways:
- From the Inbox
- From the Other Box
- Manually
To Create a Customer from the Inbox or Other Box
- Click on the Inquiry
- Open the inquiry from the Inbox or Other Box.
- Ensure Required Fields Are Complete
- First Name
- Last Name
- Phone Number or Email Address (Either a phone or email is required.)
- Add Date of Birth (if applicable)
- Marketing Information
- Automatically captured when the inquiry is submitted.
- Pipeline Selection
- If you use more than one pipeline, select the correct one for the lead.
- Location Assignment
- If your account has multiple locations, choose the appropriate one.
- Set the Lead Stage
- Most leads begin in "New Lead" stage.
- If the patient has already scheduled a consultation or advanced in the process, select the correct stage accordingly.
- Assign a User
- Automatically assigned to the User who handled the inquiry.
- You can reassign to another User if needed.
- Set Lead Status
- Default: Active
- If the lead is unqualified (e.g., can't service, out of area, not qualified), mark as Lost. This archives the lead but keeps a record.
- Add a Service
- Forms will populate this automatically.
- Phone calls require manual input:
- Click "Add Service".
- Start typing the service name.
- Click the plus sign in the circle to add to the record.
- Click "Create Customer"
- This finalizes the record and enters the inquiry into your pipeline as a Lead.
To Manually Add a Customer to LeadLoop
- Navigate to the New Customer button in the upper right-hand corner.
- Fill in the following:
- First Name
- Last Name
- Phone Number or Email Address
- Date of Birth (optional)
- Marketing Info, if known
- Complete the same steps as above, steps 5-11:
- Select pipeline and location
- Set lead stage and user assignment
- Add services manually if needed
- Mark as Active or Lost as appropriate
Click "Create Customer" to add them to your pipeline.
Important Notes & Tips
- Communication features (call, text, email) are disabled until the inquiry is converted into a Customer.
- Meta (Facebook & Instagram) Inquiries Exception: You can message a Facebook or Instagram user within 7 days of their inquiry without creating a customer-use this window to capture full contact details.
- Duplicate Leads or Inquiries from New Contact Info:
- If a lead contacts you with a different phone number or email, click "Connect to Existing"
- Start typing their name and select the correct match.
- If multiple leads have the same name, search by phone or email to avoid merging the wrong records.
- Confirm the merge when prompted by the pop-up.
