How to Add a New Lead to Your AI Voice Agent (No Code, Ep. 7)

What is up, guys? This is how you manually import a lead. I know it's not the craziest of videos, but it's super necessary. Remember, SmartAlex is all about sales, dealing with clients, working with sales flows, booking appointments, and following up on that lead that might have never actually been reached.

So, let's jump in to how to import a manual client into a sales flow, into your SmartAlex system.

And it's this easy. All you're going to do is you're going to go into your You're going to go into contacts. And there, you see you get the option to import add a contact. To do it manually, say you're having a conversation with somebody right on the spot.

This might not be in a massive Excel spreadsheet, which is often how things work on the go, and you want to capture

You're going to go to add contact. You're going to type in their first You're going to type in their second. Put a random number, and then you're going to add in their email address.

The option for more details, if they are with a company, you can put their company in.

Random names and their job title, sales chef, whatever. You can even add a note that's useful for your team if you have other people working on the system. And that could be saying, "Be careful. He's angry."

I don't know.

And there you have it. A new contact is added to your list. A little bit about that, you can set newest first, you can set based on contacts. You can put phone numbers, email addresses, companies, however you want to set up your portfolio on how you view your clients, your prospects.

It can all be controlled through the filter section here. You can search your contacts manually. Stay tuned for the next video. I'm going to show you how to import using a CSV.

Let's ride.