Adding Leads

To add a new Lead, click the orange plus button in the upper right corner of the page:

Select Lead from the Create New menu:

There are three pages to the Lead form.  Required information is on the first form.  Pages 2 and 3 are optional.  You can always create a lead with the minimum required information and add additional details later.

If you are skipping pages 2 and 3, enter the lead’s name, select the lead type (buy or sell), source and time frame and click Save.

Page 1 of new Lead form

Pages 2 and 3 of new Lead form. Optional information.

When you save the form, you’ll receive confirmation the lead is created. 

Click the lead’s name to view Details, add more information or edit the Lead.  Use the other Details tabs to save a note about the lead or share the lead.  When ready, convert the Lead to a Transaction by clicking the green button in the Lead tab.

 

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