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HOW TO ADD A LEAD IN THE PITCH59 APP

With Pitch59, adding a lead is simple — whether you met someone at an event, connected online, or were referred. This article walks you through the process so you capture every opportunity.

How to Manually Add Leads With Your Pitch59 App

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  1. Open the Menu above your PitchCard.

  2. Tap Leads
  3. Choose the method to add your lead.

 

How to Enter Leads Manually

Leads Screenshot

  1. Click the + button
  2. Fill out the form:
    • Name
    • Business Name
    • Phone Number
    • Email
    • Notes (where you met, referral source, etc)
  3. Tap Save

 

A follow up reminder will automatically be scheduled for 9:00 AM the day after you created the lead. You can turn off the reminder or schedule the reminder for another day and/or time.

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