Create leads or collect client information

Specify the data collection app you wish to use. If you prefer, you can leave this field empty. Leaving this field empty will generate a new lead, and you can specify the preferred app at a later time to initiate the data collection process.

Specify the folder to which you wish to add the new deal.

Add a person to this deal. You may either create a new individual or select from a list of your existing clients.

This field will only be available if you select the 'App' above (e.g. not Empty app type). You can commence data collection immediately or choose to do so at a later time.

The deal creating user experience has been improved to make the process of adding leads and initiating data collection workflows easier.

The process of creating new deals has been streamlined, allowing you to add leads without needing all client contact information upfront.

The user interface allows you to specify the data collection app you wish to use. If you choose not to specify an app, a new lead will be created and the app can be added later to start the data collection process.

You can also specify the folder where they want to add the new deal and add a person to the deal, either by creating a new contact or selecting from a list of existing clients. If a data collection app is selected, you have the option to start collecting data immediately or at a later time.

This flexibility and ease of use make the process of adding leads and collecting data more efficient and user-friendly.