How to Add a Lead

1. In the sidebar, select Leads.

2. Select Add lead. Use it to record a walk-in, a phone inquiry or a referral.

3. In Name, enter the lead’s full name.

4. In Email, enter their email address.

   ⚠️ Heads up: Name and email are the only required fields. Add lead stays unavailable until you fill both in.

5. Optional: enter a Phone, choose a Source (it starts as Referral) and a Status (it starts as New), and add Source details, Budget min, Budget max, Bedrooms, a Preferred move-in date and Internal notes.

6. Select Add lead.

What to expect

The lead appears in your list under New, and the New leads card counts it. Select the lead to open its page. There you can select Email, Schedule tour, Mark lost, Convert or Log activity.

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