Add A Lead

Leads are the Clients that we are currently working with, here is how to create a Lead.

Creating a Lead from a Client

1. In the sidebar, click on Contacts
2. Click the Client you wish to convert to a Lead
3. Select Edit

4. Scroll to Lead Type and check Buyer or Seller
5. Mark the Lead as Hot, Warm, or Cold

6. Click Save

Done! Go to Leads and find that new Lead!

Creating a New Lead from Scratch

1. In the sidebar, click on Leads
2. Click the + Add button
3. Fill in all the details
   • You must check either Buyer or Seller (or both)
4. Click Save