How to Add and Remove Leads
Keep an updated list of leads for your deals
How to Add and Remove Leads
Keep your sales pipeline current by adding new opportunities or converting existing contacts into leads in three phases.
Phase 1: Creating Brand New Leads
Quickly add fresh opportunities that aren't yet in your database.
Open Lead Manager: Click the Leads section in the navigation bar.
Add New Entry: Click the + Add Lead button.
Fill Details: Enter the Personal Info and Property details in the form and click save to create the lead.
Phase 2: Converting Existing Contacts
Turn a long-term relationship into an active sales opportunity.
Find Contact: Navigate to the Contacts tab and select the profile of the person you wish to convert.
Toggle Status: In the profile header, switch the Lead toggle to the "On" position.
Phase 3: Removing Lead Status
Clean up your pipeline by offboarding leads that are no longer active opportunities.
Select Active Lead: Open the lead profile you wish to change.
Untoggle Status: Switch the Lead toggle to "Off." This retains them as a Contact in your database but removes them from your Lead tracking and pipeline.