How do I have my AI add a new lead?

Tell your AI the client, the job, and the address to add a lead to "Lead pipeline" in Projul.

Say this

Add a new lead in Projul for [Sam Rivera] called [Rivera Kitchen Remodel]. The job is at [418 W Tabernacle St, St. George, UT 84770]. Put the likelihood of sale at [60]%.

Add a new lead in Projul called [Ortiz Basement Finish] for a new client, [Maria Ortiz], phone [(435) 555-0142], email [maria@example.com]. The job address is [1220 E Riverside Dr, St. George, UT 84790].

What happens

Your AI asks you to approve, then gives you the project number. In Projul, click "Lead pipeline"; the lead sits under "New" with the client, address, and likelihood of sale on its card.

A lead card in lead pipeline in projul showing the project name and number client address estimated value

Note: If the new client matches someone already in Projul by name plus email or phone, Projul links that client instead of duplicating them.

Questions? Let's Chat.
support@projul.com
(844) 776-5853