{"id":643,"date":"2025-09-08T16:01:51","date_gmt":"2025-09-08T16:01:51","guid":{"rendered":"https:\/\/upmlm.com\/help_pt_pt\/?post_type=tesserakb&p=643"},"modified":"2026-03-15T13:34:00","modified_gmt":"2026-03-15T13:34:00","slug":"how-do-i-manually-add-a-new-lead","status":"publish","type":"tesserakb","link":"https:\/\/upmlm.com\/help_pt_pt\/knowledgebase\/how-do-i-manually-add-a-new-lead\/","title":{"rendered":"Como adiciono manualmente um novo lead?"},"content":{"rendered":"

Como adiciono manualmente um novo lead?<\/h1>\n
\n

Introdu\u00e7\u00e3o<\/p>\n

Neste tutorial, ir\u00e1 aprender como adicionar manualmente um novo lead no UpMLM. No final deste guia, ser\u00e1 capaz de criar um registo de lead e come\u00e7ar a gerir atividades de follow-up imediatamente.<\/p>\n<\/div>\n

\n

1. ### Abrir a Sec\u00e7\u00e3o de Leads<\/strong><\/p>\n

No menu de navega\u00e7\u00e3o principal, clique em Leads<\/strong> e depois em Lista<\/strong>.<\/p>\n

> Esta sec\u00e7\u00e3o mostra todos os leads atualmente armazenados no seu sistema.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

2. ### Come\u00e7ar a Adicionar um Novo Lead<\/strong><\/p>\n

Clique em Criar<\/strong> para adicionar um novo lead.<\/p>\n

> Isto abre o formul\u00e1rio de cria\u00e7\u00e3o de lead.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

3. ### Inserir Informa\u00e7\u00e3o do Lead<\/strong><\/p>\n

Preencha os detalhes obrigat\u00f3rios do lead, tais como:<\/p>\n

    \n
  • \n

    Nome<\/p>\n<\/li>\n

  • \n

    Endere\u00e7o de email<\/p>\n<\/li>\n

  • \n

    N\u00famero de telefone<\/p>\n<\/li>\n

  • \n

    Outros campos dispon\u00edveis<\/p>\n<\/li>\n<\/ul>\n

    > Informa\u00e7\u00e3o precisa garante uma comunica\u00e7\u00e3o e follow-up eficazes.<\/p>\n<\/div>\n

    \"\"<\/p>\n

    \n

    4. ### Guardar o Lead<\/strong><\/p>\n

    Clique em Guardar<\/strong>.<\/p>\n

    > O novo lead ser\u00e1 adicionado \u00e0 sua lista de leads e estar\u00e1 pronto para follow-up.<\/p>\n<\/div>\n

    \"\"<\/p>\n

    \n

    Dica: ## Dicas Pr\u00e1ticas<\/p>\n

      \n
    • \n

      Adicione notas imediatamente:<\/strong> Registe o contexto sobre como conheceu o lead.<\/p>\n<\/li>\n

    • \n

      Use estados consistentes:<\/strong> Isto ajuda a acompanhar o progresso do lead de forma clara.<\/p>\n<\/li>\n

    • \n

      Fa\u00e7a follow-up rapidamente:<\/strong> Um follow-up r\u00e1pido aumenta o envolvimento e a convers\u00e3o.<\/p>\n<\/li>\n<\/ul>\n<\/div>\n

      \n

      Dica: ## Conclus\u00e3o<\/p>\n

      Adicionar leads manualmente no UpMLM garante que nenhum contacto se perde, mesmo quando os leads v\u00eam de intera\u00e7\u00f5es offline ou pessoais. Esta funcionalidade suporta um acompanhamento completo de leads e uma gest\u00e3o eficaz de relacionamentos.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

      Como adiciono manualmente um novo lead? Introdu\u00e7\u00e3o Neste tutorial, ir\u00e1 aprender como adicionar manualmente um novo lead no UpMLM. No final deste guia, ser\u00e1 capaz de criar um registo de lead e come\u00e7ar a gerir atividades de follow-up imediatamente. 1. ### Abrir a Sec\u00e7\u00e3o de Leads No menu de navega\u00e7\u00e3o principal, clique em Leads e…<\/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":"\nComo adiciono manualmente um novo lead? - Ajuda 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_pt_pt\/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=\"Como adiciono manualmente um novo lead? - Ajuda UpMLM\" \/>\n<meta property=\"og:description\" content=\"Como adiciono manualmente um novo lead? Introdu\u00e7\u00e3o Neste tutorial, ir\u00e1 aprender como adicionar manualmente um novo lead no UpMLM. 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