STL CookbookCreate Lead
Manually create an individual lead in Console, fill in contact and stay details, and optionally claim it yourself.
When guests submit contact forms through official Stey channels (website, App, mini program), the system creates leads automatically. When guests contact you by phone, email, or social platforms, create leads manually for follow-up.
Prerequisites
Entry: Console → Marketing → Lead List.
Steps
Click Create Lead in the top-right corner of the lead list.
Select lead type: Individual Lead.
Fill in lead information:
- Contact Info: contact name, contact method (phone / email / WeChat — at least one required), etc.
- Stay Info: desired room type, move-in date, expected lease term, budget, etc.
- Additional Info: Lead Source, notes
To follow up yourself, check Claim Lead for Myself.
Click Save.
The create lead dialog first selects type, then contact, stay, and additional info; you can check self-claim; the primary button is Save.
Name, contact method, and lead source are required; all other fields are optional.
Result
A new lead appears in the list. If you checked self-claim, status is In Progress; otherwise Pending Claim.
FAQ
None