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
- In the sidebar, click on Contacts
- Click the Client you wish to convert to a Lead
- Select Edit
- Scroll to Lead Type and check Buyer or Seller
- Mark the Lead as Hot, Warm, or Cold
- Click Save
Done! Go to Leads and find that new Lead!
Creating a New Lead from Scratch
- In the sidebar, click on Leads
- Click the + Add button
- Fill in all the details
- You must check either Buyer or Seller (or both)
- Click Save