- 1
open marigold
click "marigold" in the sidebar. you land on the leads board.
- 2
click "new lead"
enter name, contact info, and the source (where they came from). you can pick or add a custom source.
- 3
watch the inbox fill itself
leads from your contact form route into marigold automatically with the source pre-tagged. as more wymzy apps come online, every channel that touches a new contact will pipe straight in here too.
tipyou almost never need to add leads by hand once your contact form is wired up — paste the embed snippet onto your site and you're done.
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