Create a lead

Learn how to create a new lead in Smokeball.

Leads are included in Smokeball Prosper+ and available as an add-on to Smokeball Grow and Smokeball Boost.

Entering a lead is similar to creating a new matter.

Smokeball Desktop App Smokeball Web App

Available on Smokeball Grow and Prosper+ LeadPro_only.png

To add a new lead, go to the Smokeball homepage and click on the New Lead button located at the top left corner.

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From the New Lead window, you can take notes and record important information right away while on the phone with the lead.

  1. Enter the lead's name, mobile and/or email. If the lead already exists in Smokeball, select them from the drop-down menu that appears when you type their name.
  2. Assign the Lead Type. This is similar to selecting a new matter type.
    • For specific matter types, you can choose a Matter or Lead Intake form from the Intake Form drop-down menu.
  3. Assign the Person Responsible for the lead.
  4. Assign the Referrer and Referral type.
  5. Record the financial details of the Billing Type and Fee/Estimate provided.
  6. Record any notes into a Memo.
  7. Select Create Lead to create the Lead. 
  8. Select Create & Open to open the Lead file and continue to work on it.

View existing leads

To view a list of leads, select the Leads folder from the Matter View.

You can also add a New Leads widget to your Dashboard to keep track of all new leads that come through to your firm. Learn more about widgets and the dashboard.

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