Adding Customers

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Getting the Agent to make those contact calls is always easier when they have an idea of what the person they will be calling is looking :for. Lead and Customer information is collected and accessible by your Agents to facilitate productive and sustained Lead contacts. Manually Add Customer Customers can be manually entered by your Agents or Staff and added to the CRM for follow up, drip listings and more!

1. Select the "Customers" menu link presented in your Administration Menu or select the Customers Icon in your dashboard and select "View all Customers"

2. On the Customers List page you can Search through your Customers using the Search dropdown and entry boxes, sort your Customers via the column titles, Edit your Customers, Add Customers, and Download your Customers for use elsewhere.

Adding a Customer

3. To Add a Customer: Select the "Add Customer" icon On the "Adding Customer" page, enter in your Customers information. When finished, select "Add New Customer" Here you can add the following information about your Customer:

  • Customer photo
  • Name
  • Company Name
  • Contact Type:
  • Alt.Contact Type
  • Email
  • Phone
  • Address
  • City
  • State
  • Zip Code
  • Office eMail
  • Office Phone
  • Office Address
  • Status
  • Financing
  • Prequalified
  • Lender Name
  • Loan Officer Name
  • Loan Officer Email
  • Pre-Approval Letter
  • Customer Personal Information
  • Customers Personal Souse Information
  • Customers Pet and Child Information

When finished select the "Add New Customer" link