***You must be either an internal user or a rep with "can create" permissions to access the following features.
- From your FastGem Home Screen menu, find the 'Leads' list view. (The 'Leads' page may be in different places or be called different things depending on your instance's customization. If you are having trouble finding 'Leads,' ask a supervisor or contact FastGem Support).
- Click on the 'Add Item' button at the top of the screen.
- Once you've entered in the information necessary to process this lead (Note: FastGem will automatically look for duplicate records based on information such as address, phone number, email address, SSN, etc., and alert you if a duplicate record for this Lead already exists inside FastGem)(Note: If configured to do so, FastGem will search for an automatically assign the appropriate Lead Rep based on the Rep assigned to a person), click on 'Save' or 'Save and Close'.
Manually Adding Lead to FastGem <---- CLICK TO SEE A QUICK VIDEO EXPLAINER!
***This article explains how to enter Leads manually using the 'Leads' page. You can also enter customers/leads manually from the 'Customers' page instead of the 'Leads' page. The important thing to remember is that a Lead does not become a Customer until their record is put into a 'passing' status. When people are put into a 'passing' status, FastGem converts them into customers automatically. 'Passing' statuses are configurable for your instance. For more information on converting Leads into Customers, please see the help article "Converting a Lead into a Customer"
***This article explains how to enter Leads manually. Leads generated through the use of FastGem's customizable Order Forms will automatically appear in the system and will not need to be entered manually. For more information on using Order Forms, please see the help category "Order Forms (Front End)."
***This article explains how to enter Leads manually. You can also enter Leads/Customers via the overlay tool. For more information on using the overlay tool to enter new leads/customers into FastGem, please see help article "Using Overlay to Create a New Record in FastGem."
***Leads and Customers generated through the use of FastGem's mass upload tool will automatically appear in the system and will not need to be entered manually. For more information on mass uploading Leads, please see the help article "Mass Upload/Update/Texting Tool."