This
article will guide you through adding a new Lead to your database. A Lead is an enquiry. A Lead can be an email enquiry, phone in or walk in (browsing
office window). Entering a lead will create a connection between a
Contact and a Listing.
There are several ways a Lead can be added in the system:
1. Quick Add
2. In the Leads Search Page
3. As part of adding a New Contact
4. On a Contact
5. Through a Listing
You will be taken to the New Lead page as below:
This page can be broken down into the following:
- Lead Description - enter in the title of this Lead eg. Walk-in Enquiry or 3rd Party Website Enquiry.
- Contact - select your contact from the drop-down menu. If it's a new contact, click on Add New Contact and Save.
- Property - if this Lead is for a Seller enquiry you can link to a property address.
- Listing - enter the Listing the Lead is related to.
- Assigned to - select the team member that this Lead is assigned to.
- Source - select where this Lead was sourced from.
- Pipeline - select what type of Lead this is eg. Buyers, Sellers etc.
- Status - select the status of the Lead within the Pipeline.
- Estimated Close Date - this gives you a rough idea of when the Lead should be closed by in later searches/data analysis.
- Tags - you can add tags to assist with searching functionality.
- Colour - you can personalise the Lead with a colour.
- Click on Save Lead.
You will then be taken to the Lead Search Results page. From here you can choose to view the Lead by clicking on the magnifying glass on the right.
You can now add a Task or a Note to the lead. For example, if the lead was from a phone call, you may want to make a note of what was discussed for future reference. Or you may wish to add a Task for a followup call the next week.