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External Leads

tip

Make sure you have External Lead Capturing enabled. Follow the instructions on the Active Client Settings page

Action an External Lead

  1. In the sidebar, click on Active Clients
  2. Select the External Leads tab
  3. Click on a row to view the External Lead details
  4. Select the External Lead as either a Buyer or Seller
  5. Select a Active Client Score
  6. 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

  1. In the sidebar, click on Active Clients
  2. Select the External Leads button
  3. Click on a row to view the External Lead details
  4. Click Archive