Learn how to create leads on the Smokeball Mobile App, allowing you to capture new enquiries directly from your mobile device.
The screenshots in this article are of the Android (Google Play) version of the Mobile App. Label names and locations of buttons may differ on the iOS App.
To record a lead:
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Select the Plus button on the bottom of the screen and then select Lead.
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You can also navigate to the Leads list, then tap the Plus button on the top-right corner of the screen.
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Enter the lead details. You must enter a Client and a Lead Type in order to save the lead.
Tap on the Client field to choose an existing contact, or tap Add Contact on the bottom-left corner of the screen to add a new contact.
You can also enter the following optional information:
Person Responsible
Referrer TypeÂ
Referrer Name
Billing Type
Billing Estimate (if applicable)
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Once you have finished recording the lead, tap Save. The lead can then be accessed from the Smokeball Desktop App and Web App.
Good to Know
- You cannot convert a Lead to a Matter on the Smokeball Mobile App. Instead, use the Smokeball Desktop App to do this.
- You cannot create Matters on the Smokeball Mobile App.