For Clients

This section provides step-by-step instructions on how to use Smart Patrol as a client. Learn how to request security services, track patrols, receive notifications, and manage your account efficiently.

Web Guide Mobile App Guide
How to Create Leads in a System (CRM)

Attention! Images are for informational purposes only and may differ from what appears on your screen.

  1. Open https://smartpatrolapp.com in your browser.
  2. Login to your account or create one.
  3. In left menu select “Leads” (image 1).
  4. To create a new lead click “+Add Lead” button.
  5. Lead’s creation page contain the following fields (image 2):
    • - Status - a dropdown menu of leads statuses.
    • - Company name.
    • - Phone munber.
    • - Address of the contact’s company.
    • - E-mail.
    • - Name of the contact person.
    • - Pensonal phone number.
    • - Job title.
  6. After filling in all the fields, click the "Save" button to save the lead or the "Cancel" button to discard creating the lead in the system.

Image 1

Image 2

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