When creating a new lead, it is important to keep in mind the following.
Mandatory fields
Ensure that the compulsory fields marked with an * are properly filled in, otherwise you will not be able to create the lead.
Duplicate checks
The email address fields should be unique for each lead and Bloobirds will not allow you to create two leads with the same content -duplicate check warning.
Therefore, when filling them in, you must ensure that the lead's email address has not been used before for another lead.
To do that, you can use the columns and then the filters in the Lists section.
Therefore, when filling them in, you must ensure that the lead's email address has not been used before for another lead.
To do that, you can use the columns and then the filters in the Lists section.
Several fields
There can be a lead with more than one address and phone number associated. In this case, you must ensure all of them are included in the lead's profile. Otherwise Bloobirds will not recognise the incoming emails and phone calls as associated to this lead.
Format
When filling in the phone number, you must include the country prefix at the beginning preceded by the sign +.
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