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