Manually create a lead when you receive an inquiry by phone, email, walk-in, or any channel not automatically captured.

How to Create

1. Go to Rentals → Leads
2. Click Add Lead
3. Fill in the lead information
4. Click Create

Lead Fields

• Contact — Link to an existing contact or create a new one
• Vehicle Interest — Which vehicle(s) the lead is interested in
• Dates — Desired rental dates (optional)
• Notes — Any details about the inquiry
• Source — Where the lead came from (phone, walk-in, website, referral)

After Creating

The lead appears in the Lead List with "New" status. From there:

1. Assign it to a team member for follow-up
2. Update the disposition as you work the lead
3. Convert it to a rental when the customer is ready to book

Frequently Asked Questions

Can I import leads in bulk?
Currently, leads are created individually. For bulk creation, consider using the API or contacting support.