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How do I add a new lead in Tripleseat?

How to add a new lead to ensure accurate reporting

Step 1:

On the left-hand navigation bar, click "Leads".

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Step 2:

On the Leads window, click "New Lead" on the upper right hand side.

Screenshot 2023-07-13 at 4.13.32 PM

Step 3:

Enter the details of the lead, including location. Click "Create".

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Step 4:

You are now viewing a new lead. Click "Convert this Lead".

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Step 5:

Select "Convert to Booking".

Screenshot 2023-07-13 at 4.16.12 PM

Step 6:

You will enter details of this new booking. In addition, check if this lead has an existing account in Tripleseat by using the "Search for Existing Account" button to prevent creating a duplicate.

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Step 7:

You may now fill out the details of the booking.

For a review on how to add new bookings and events to Tripleseat, please refer to this Knowledge Base article.

Step 8:

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