Creating a new lead

This page will guide you how to interact with the bot, in order to create a new lead.

Take a look at Using Scout on how to start a conversation with the bot.

Steps

1. To add a new lead, click on Add New Lead button.
   You'll be shown a button to Open Lead Form. Click on it.
   
   

   

   
   
   
   
2. Fill out the form and click Continue.
   
   

   

   
   
   
   
3. You'll see a confirmation screen.
   Click Close Window.
   
   

   

   
   
   
   
4. You'll receive a Workplace Chat message from the bot.
   To confirm, click Submit Lead.
   
   

   

   
   
   
5. You'll receive a confirmation message from the bot.
   You're all set!
   
   

   

   
   
   

What's next?

• Searching for existing leads