Adding a Lead

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Adding a lead:

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

Leads Module Screenshot.png

Select the "Add Lead" icon

On the "Adding Lead" page, enter in your leads Contact information.

Adding a Lead
  • Lead source
  • Lead Assignment
  • Buy/Sell/Rent
  • Financing
  • Prequalified
  • Lender Name
  • Loan Officer Name
  • Loan Officer Email
  • Status
  • Referral
  • Referral Source
  • Contact Email
  • Email Address
  • Name
  • Contact Phone
  • Phone Number
  • Lead Property MLSID
  • Property ID
  • Contact Message

When finished, select "Add Lead"