Leads are automatically added to your system when they interact with the Virtual Sales Assistant (VSA) or Conversational Webform (CW) on your website. If you interact with a prospect outside of Further, you can easily add them to the system. This is a required step if you want to email or text the prospect using the Further Dashboard. You can also push that lead into your CRM and then track the conversation there as well (if your CRM allows it).
Note: Leads added manually will not trigger a lead notification and cannot be part of a messaging campaign. However, you can still email or text a lead in conversations once they’re added. 
Prequisite: In order to send SMS messages from your Further Dashboard, your community must have Messaging Assistant enabled. To learn more about this feature, please see the article here. 
In this article, we'll go over how to add a lead to Further.

Note: All users have access to this feature.

Add a Lead

Click All Conversations in the left navigation. 

In the top right, click Add a Lead. 

Fill out the following fields: 

• First Name  - Lead’s first name.
• Last Name - Lead’s last name. 
• Email - Optional field to enter the lead’s email. 
• Phone - Lead’s phone number. 
• Community - Use the dropdown to select the community the lead is interested in. Note that the communities available to choose from are limited by user permission levels.

If you have a CRM connected to Further, click the Sync this lead with the CRM checkbox in order to add the new lead to your CRM as well. 

When you’re done, click Add to save.

You can now continue communicating with the lead through email or text using conversations!