There are two methods for completing drafts: You can either add the missing information and finish the flow, or you have the option to finalize the draft without incorporating any additional details.
Adding missing information
- Draft widget - drafted leads will be displayed in the Draft widget on the Event screen (1). To complete lead creation, simply click the arrow to access the list of drafted leads (2)
- Add missing information - to continue entering information, click the arrow on the drafted lead card (3)
- Complete -when you done scroll to the end of the flow and click COMPLETE button (4).
Completing draft without adding any additional information
- Complete -when you don’t need to add any missing information click COMPLETE button (1) in the Incomplete Leads view.
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✍🏻 NOTE: The COMPLETE button is exclusively accessible for manually created drafts. It remains hidden for drafts generated automatically due to missing mandatory information.
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Completing automatically created draft
If a draft was created automatically, it indicates that mandatory contact information was missing. To complete this type of draft, you will need to manually add the missing information. Follow these steps to do so:
- Add missing information manually - to enter information, click the arrow on the drafted lead card (1)
- Add missing mandatory information - add manually missing information (2)
- Complete -when you done scroll to the end of the flow and click COMPLETE button (3).