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Walk-in leads are added by an agent directly in the Transactions Console, rather than arriving through a channel like WhatsApp or a call. Every walk-in lead needs a source — the referral or origin the agent selects when creating it. This page covers how to add a new walk-in referral source, and how to use it when logging a walk-in lead.

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Add a Walk-in Referral Source

New source options must be added through Channel Source Attributions before they appear in the walk-in lead popup.
1

Open Channels

From the left sidebar, select Channels.
2

Open Settings

In the Channels toolbar, click the Settings (gear) icon to open Transaction and Channel Settings.
3

Open Channel Source Attributions

Select Channel Source Attributions — “Create and edit Channel Source Attributions here.”
4

Open the Walkin Referral attribute

In the API Key-Value Attributions list, click the arrow next to Walkin Referral — “The origin / referrer of agent created walkin leads.”
5

Add a new source

Under TrxExternalSource, click + Add.
6

Fill in the source details

In the form that opens:
  • Set External Api to Internal Event API.
  • Fill in identifierValue, identifierKey, and sourceattributename.
Click Save to add the source, or Cancel to discard it.
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The new source becomes available immediately as a radio option in the Add Walk-in Lead popup in the Transactions Console.

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Add a Walk-in Lead

Once a source is configured, agents can log a walk-in lead from the Transactions Console.
1

Open the walk-in popup

In the Transactions Console, click the walking-man icon in the bottom-left of the screen to open Add Walk-in Lead.
2

Enter lead details

Fill in the required fields:
  • Select Country
  • Phone Number (mandatory)
  • User Name (mandatory)
  • User Email (optional)
ISD code, phone number, and user name are mandatory for all leads. Source is mandatory only for new leads.
3

Select a source

Choose the referral source from the list of radio options, including any source you added under Channel Source Attributions.
4

Submit

Click Submit to save the lead, or Next to continue to additional details.