External Leads
tip
Make sure you have External Lead Capturing enabled. Follow the instructions on the Active Client Settings page
Action an External Lead
- In the sidebar, click on Active Clients
- Select the External Leads tab
- Click on a row to view the External Lead details
- Select the External Lead as either a Buyer or Seller
- Select a Active Client Score
- Click Convert
Go to the Buyer or Seller tab and view your new Active Client!
info
In addition to creating a new Active Client, the original External Lead will be archived.
Archive a External Lead
There are instances where you may want to ignore External Leads
- In the sidebar, click on Active Clients
- Select the External Leads button
- Click on a row to view the External Lead details
- Click Archive