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


    • Related Articles

    • Can I add a lead for a contact that belongs to another agent?

      Can I add a lead for a contact that belongs to another agent? Adding Leads for Another Agent's Contact Process: Search Contact: Search for the contact using mobile number or email. Create Lead: Add the lead for the contact. Why This Matters: This ...

    • How to Find Matching Listings for My Lead?

      PropSpace simplifies the process of finding suitable properties for your leads with its smart matching properties feature. Here's a step-by-step guide to help you utilize this functionality effectively: Select or Create a Lead: Begin by selecting a ...

    • How to add a viewing for a lead?

      How to add a viewing for a lead? Adding Viewings for Leads Steps: Select Lead: Choose the relevant lead record. Create Viewing: Go to the Viewings tab and click on 'New Viewing'. Link Listing: Link the viewing with a listing and fill in details. Why ...

    • What is Lead pool?

      What is Lead pool? Understanding the Lead Pool Lead Pool Feature: The Lead Pool allows Managers and Admins to add existing leads to a common pool, visible to other agents. Agents can then assign leads to themselves, enhancing lead management ...

    • How do I add a custom field?

      How do I add a custom field? Creating Custom Fields in PropSpace You can create custom fields on any module in PropSpace, which allows you to work with additional fields that may be relevant to your work. For example, if your company uses an internal ...