Managing Leads

Managing Leads

Managing Leads

How to Create, Edit, and Delete Lead Records in PropSpace:

  • Creating a Lead:

    1. Navigate to the 'Leads' section from the main menu.

    2. Click on 'Add New Lead'.

    3. Fill in the required fields such as lead name, contact details, and enquiry details.

    4. Click 'Save' to create the lead record.

  • Editing a Lead:

    1. Go to the 'Leads' section.

    2. Select the lead you wish to edit from the list.

    3. Click on 'Edit' next to the lead’s details.

    4. Make the necessary changes in the lead form.

    5. Click 'Update' to save the changes.

  • Deleting a Lead:

    1. In the 'Leads' section, select the lead you want to delete.

    2. Click on the 'Delete' button.

    3. Confirm the deletion to remove the lead record permanently.

Why This Matters: Efficient management of leads ensures that potential clients are not overlooked and are actively engaged, increasing the likelihood of converting leads into successful deals.

Tags: Lead Management, Creating Leads, Editing Leads, Deleting Leads, CRM Processes, User Guide, Lead Handling, Lead Conversion, Operational Efficiency, Client Engagement


    • Related Articles

    • Facebook and Instagram Lead Integration

      Facebook and Instagram lead integration streamlines the process of capturing and managing leads from social media, ensuring timely follow-up and maximizing marketing efficiency. How to integrate the Facebook and Instagram to PropSpace account? ...

    • Managing Calendar Notifications

      Managing Calendar Notifications How to Use Calendar for Scheduling and Notifications: Setting Up Calendar Events: Access the 'Calendar' section from the main menu. Click on 'Add Event' and choose the type of event (viewing, meeting, reminder). Fill ...

    • How to activate the auto-import of leads from Dubizzle/Bayut

      Auto-importing of leads from property portals can save you time and effort in manually recording inquiries from property portals. Currently, PropSpace only supports the auto-importing of leads from, Dubizzle, Bayut, and PropertyFinder directly. It ...

    • Why should I merge Leads and how do I do that?

      How to Merge Duplicate Leads Why Merge Leads? Merging duplicate leads helps maintain a clean and organised database by combining enquiries from the same client. This ensures all interactions with a client are tracked in one place, enhancing follow-up ...

    • Managing Listings

      Managing Listings How to Create, Edit, and Archive Listings in PropSpace: Creating a Listing: Navigate to the 'Listings' section from the main menu. Click on 'Add New Listing'. Enter all required details, including property type, location, price, and ...