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How to Add a Lead Manually in Housing Market CRM

Tutorial 20 of 181 · 55 s

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Portal enquiries become leads in Housing Market CRM automatically, but walk-ins, phone calls and referrals need to be added by hand. This tutorial creates a lead from the Tasks board: we give it a title and description, assign it to an agent, set its status, category, reminder and deadline, link the contact, tag the property the buyer is interested in, and save. The new lead appears in the New Task column straight away, ready to be worked like any enquiry that came from a portal.

In this tutorial you will learn

  • Where to start a new lead
  • Which fields a lead needs
  • How to attach a contact and a property
  • How reminders and deadlines work

Follow along: the steps

  1. Open Tasks, your lead board.
  2. Click + New Task.
  3. Give the lead a clear title.
  4. Add a short description.
  5. Choose who handles the lead.
  6. Set a deadline…
  7. Search for the contact…
  8. …and pick them from the list.
  9. Tag the property they are interested in.
  10. Click Save.
  11. The lead appears in New Task on your board.