<aside> 💡 Summary: When you decide to convert a prospect into a lead in AICA, you are taking the initial step toward engaging a company interested in funding. Here’s how to make this conversion.

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Lead Management Overview:

A lead in AICA is defined as any company that has expressed interest in getting funded and is actively submitting data for evaluation.

Adding Leads:

There are two primary methods to add leads to your AICA platform:

1. Using a Custom Invite Link:

• Generate a custom invite link directly from AICA.
• Share this link with the prospective company. When they open this link, they will be prompted to sign up to your AICA portal and submit their required data.

2. Manual Entry:

• Navigate to the "Add Lead" button within AICA.
• Manually enter details such as the company’s website, legal name, full name of the contact, business email, and phone number.
• Once submitted, a lead will be created and an invite email will be automatically sent to the contact whose details you’ve added.

2. Managing Leads:

• View and Modify Lead Status:
  • In the lead management section, you can view each lead’s current status—whether ongoing, accepted, or rejected—and update it as needed based on the latest interactions and evaluations.