Create¶

There are two ways leads can be created in evvo.

Manual creation¶

Your team can create a lead manually when you receive an inquiry by phone, email, in person, or from any other source that is not already connected to the system.

Manual creation is useful when:

• a family contacts your school directly
• you want to enter information collected by a staff member
• you need to add a lead that did not come through a form

Automatic creation from a form¶

Leads can also be created automatically by the system when a parent or guardian submits a form connected to evvo.

This helps your team:

• capture inquiries without manual data entry
• start follow-up faster
• keep lead information organized from the first submission

Once the lead is created, your team can review the record, update details, assign follow-up work, and continue managing the family in evvo.