How to add a Lead?

How to add a Lead?

How to add a Lead?

Adding New Leads

Manual Addition:

  1. Navigate to Leads:

    • Go to Work -> Leads screen.

  2. Create New Lead:

    • Click 'Add New Lead' and fill in the required details.

Auto-Import:

  • Set up auto-import from property portals as per company requirements.

Why This Matters:

Accurate and timely lead entry ensures no potential client is missed and enables better lead management.

Tags:

Lead Management, Add Leads, Manual Entry, Auto-Import, CRM Processes


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