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Adding a New Lead

UpdatedOctober 26, 2023
  1. Click Leads on the left sidebar menu of the page.
  2. Once on the Leads page, click the “Add Lead” button on the top left corner of the page.
  1. Fill in all the lead details – name, email, agents, source, category, and value of the lead, follow-up status, lead status, and any relevant notes about the lead.
  2. Fill in all the required company details – company name, website, address, and phone numbers.
  3. Click “Save” to create the new lead.