{"id":643,"date":"2025-09-08T16:01:51","date_gmt":"2025-09-08T16:01:51","guid":{"rendered":"https:\/\/upmlm.com\/help_es_es\/?post_type=tesserakb&#038;p=643"},"modified":"2026-02-25T12:15:31","modified_gmt":"2026-02-25T12:15:31","slug":"how-do-i-manually-add-a-new-lead","status":"publish","type":"tesserakb","link":"https:\/\/upmlm.com\/help_es_es\/knowledgebase\/how-do-i-manually-add-a-new-lead\/","title":{"rendered":"\u00bfC\u00f3mo agrego manualmente un nuevo cliente potencial?"},"content":{"rendered":"<h1 class=\"scribe-title\">\u00bfC\u00f3mo a\u00f1ado manualmente un nuevo lead?<\/h1>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text scribe-step-tip\">Introducci\u00f3n<\/p>\n<p class=\"scribe-step-text scribe-step-tip\">En este tutorial, aprender\u00e1s c\u00f3mo a\u00f1adir manualmente un nuevo lead en UpMLM. Al final de esta gu\u00eda, podr\u00e1s crear un registro de lead y comenzar a gestionar actividades de seguimiento de inmediato.<\/p>\n<\/div>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">1. ### <strong>Abrir la Secci\u00f3n de Leads<\/strong><\/p>\n<p class=\"scribe-step-text\">Desde el men\u00fa de navegaci\u00f3n principal, haz clic en <strong>Leads<\/strong> y luego en <strong>Lista<\/strong>.<\/p>\n<p class=\"scribe-step-text\">&gt; Esta secci\u00f3n muestra todos los leads almacenados actualmente en tu sistema.<\/p>\n<\/div>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone  wp-image-895\" src=\"https:\/\/upmlm.com\/help_es_es\/wp-content\/uploads\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export.jpeg\" alt=\"\" width=\"560\" height=\"313\" srcset=\"https:\/\/upmlm.com\/help_es_es\/wp-content\/uploads\/sites\/22\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export.jpeg 2064w, https:\/\/upmlm.com\/help_es_es\/wp-content\/uploads\/sites\/22\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-300x168.jpeg 300w, https:\/\/upmlm.com\/help_es_es\/wp-content\/uploads\/sites\/22\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-1024x572.jpeg 1024w, https:\/\/upmlm.com\/help_es_es\/wp-content\/uploads\/sites\/22\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-768x429.jpeg 768w, https:\/\/upmlm.com\/help_es_es\/wp-content\/uploads\/sites\/22\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-1536x858.jpeg 1536w, https:\/\/upmlm.com\/help_es_es\/wp-content\/uploads\/sites\/22\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-2048x1144.jpeg 2048w\" sizes=\"(max-width: 560px) 100vw, 560px\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">2. ### <strong>Comenzar a A\u00f1adir un Nuevo Lead<\/strong><\/p>\n<p class=\"scribe-step-text\">Haz clic en <strong>Crear<\/strong> para a\u00f1adir un nuevo lead.<\/p>\n<p class=\"scribe-step-text\">&gt; Esto abre el formulario de creaci\u00f3n de lead.<\/p>\n<\/div>\n<p class=\"scribe-screenshot-container\"><img decoding=\"async\" class=\"scribe-screenshot\" src=\"https:\/\/colony-recorder.s3.amazonaws.com\/files\/2026-01-16\/d65727d4-c136-4a47-a419-9880b54e5346\/ascreenshot_bd8f93b9c053428186ee7b593bf9bd28_text_export.jpeg\" alt=\"\" width=\"560\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">3. ### <strong>Introducir la Informaci\u00f3n del Lead<\/strong><\/p>\n<p class=\"scribe-step-text\">Completa los detalles requeridos del lead, como:<\/p>\n<ul>\n<li>\n<p class=\"scribe-step-text\">Nombre<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text\">Direcci\u00f3n de correo electr\u00f3nico<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text\">N\u00famero de tel\u00e9fono<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text\">Otros campos disponibles<\/p>\n<\/li>\n<\/ul>\n<p class=\"scribe-step-text\">&gt; La informaci\u00f3n precisa garantiza una comunicaci\u00f3n y seguimiento efectivos.<\/p>\n<\/div>\n<p class=\"scribe-screenshot-container\"><img decoding=\"async\" class=\"scribe-screenshot\" src=\"https:\/\/colony-recorder.s3.amazonaws.com\/files\/2026-01-16\/78062581-0a04-4288-acf1-a254ce746c85\/ascreenshot_b72eb435512d43f888d7167ba0fe3c38_text_export.jpeg\" alt=\"\" width=\"560\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">4. ### <strong>Guardar el Lead<\/strong><\/p>\n<p class=\"scribe-step-text\">Haz clic en <strong>Guardar<\/strong>.<\/p>\n<p class=\"scribe-step-text\">&gt; El nuevo lead se a\u00f1adir\u00e1 a tu lista de leads y estar\u00e1 listo para el seguimiento.<\/p>\n<\/div>\n<p class=\"scribe-screenshot-container\"><img decoding=\"async\" class=\"scribe-screenshot\" src=\"https:\/\/colony-recorder.s3.amazonaws.com\/files\/2026-01-16\/ca334a94-e4ea-4c91-817a-1ed9cfa848a7\/ascreenshot_15285d61ddc843f79701611fa0ed6486_text_export.jpeg\" alt=\"\" width=\"560\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text scribe-step-tip\">Consejo: ## Consejos Pr\u00e1cticos<\/p>\n<ul>\n<li>\n<p class=\"scribe-step-text scribe-step-tip\"><strong>A\u00f1ade notas inmediatamente:<\/strong> Captura el contexto sobre c\u00f3mo conociste al lead.<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text scribe-step-tip\"><strong>Usa estados consistentes:<\/strong> Esto ayuda a rastrear claramente el progreso del lead.<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text scribe-step-tip\"><strong>Sigue r\u00e1pidamente:<\/strong> Un seguimiento r\u00e1pido aumenta el compromiso y la conversi\u00f3n.<\/p>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text scribe-step-tip\">Consejo: ## Conclusi\u00f3n<\/p>\n<p class=\"scribe-step-text scribe-step-tip\">A\u00f1adir leads manualmente en UpMLM garantiza que ning\u00fan contacto se pierda, incluso cuando los leads provienen de interacciones personales o fuera de l\u00ednea. Esta funci\u00f3n respalda un seguimiento completo de leads y una gesti\u00f3n efectiva de las relaciones.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u00bfC\u00f3mo a\u00f1ado manualmente un nuevo lead? Introducci\u00f3n En este tutorial, aprender\u00e1s c\u00f3mo a\u00f1adir manualmente un nuevo lead en UpMLM. Al final de esta gu\u00eda, podr\u00e1s crear un registro de lead y comenzar a gestionar actividades de seguimiento de inmediato. 1. ### Abrir la Secci\u00f3n de Leads Desde el men\u00fa de navegaci\u00f3n principal, haz clic en&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"tessera_post_format_link":""},"tesserakbcats":[67],"tesserakbtags":[],"class_list":["post-643","tesserakb","type-tesserakb","status-publish","format-standard","hentry","tesserakbcats-leads"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u00bfC\u00f3mo agrego manualmente un nuevo cliente potencial? - Ayuda UpMLM<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/upmlm.com\/help_es_es\/knowledgebase\/how-do-i-manually-add-a-new-lead\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u00bfC\u00f3mo agrego manualmente un nuevo cliente potencial? - Ayuda UpMLM\" \/>\n<meta property=\"og:description\" content=\"\u00bfC\u00f3mo a\u00f1ado manualmente un nuevo lead? 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