Creating a Lead in Smokeball is similar to creating a new matter. Use the tabs below to learn how to create a lead within each version of Smokeball.
To add a new lead:
- Navigate to the Smokeball homepage and click on the New Lead button located at the top left corner:
- In the New Lead window, 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.
- Assign the Lead Type. This is similar to selecting a new matter type.
Note: Leads are available per area of law. You will select the specific matter type at the point of converting the Lead to a Matter.Ā - Optional: Once the Lead type is selected, you will see the option to select and share a Lead or Matter Intake form from theĀ Intake Form drop-down menu. The data entered by the prospective client in this form will save back to your Lead, and populate matter-specific data screens when the lead is converted to a matter.
- Assign theĀ Matter Fee EarnerĀ for the lead.
- Assign theĀ Referrer and Referral type.
- Record the financial details of theĀ Billing TypeĀ andĀ Fee/Estimate provided.
- Record any notes into aĀ Memo.
- Select Create LeadĀ to create the Lead, or Create & OpenĀ to open the Lead file and continue to work on it.
View existing leads
To view a list of leads, select theĀ Leads folder from theĀ Matter View.
You can also add aĀ New LeadsĀ widget to your Dashboard to keep track of all new leads that come through to your firm. Learn more about widgets and the dashboard.
To create a new lead in the Smokeball Web App:
- SelectĀ MattersĀ from the left menu, then select theĀ Leads tab.
- Select Add Lead.
- Choose whether the lead is an individual or an organisation, then enter their details.
- SelectĀ Save.
TheĀ Leads tab is where you will find your list of existing leads. You can also use the Search bar on the top-right corner of the web app to find specific leads.