Manually Adding a Lead [Codeless]

Katherine Ramirez Updated by Katherine Ramirez

This article will show you how to manually add a lead to the Leads feature in your account.

The Importance of Leads 

We understand the importance of leads and keeping track of those leads to your Real Estate business. Gaining and responding to leads is how you grow your business. The ability to add Leads is available on all subscriptions. This article will help in describing how to manually add your leads to your Placester site.

 Accessing the CRM on Mobile

Placester CRM is now mobile-friendly and can be accessed on Mobile devices. Now, it's easier to edit Lead/Contact details anywhere as long as you have your mobile phone with you.

Once you log in on your mobile browser, click the trigram symbol ☰ on your dashboard, click CRM on the drop-down menu and it will bring you to a page where you can view your leads.

Click the Add Lead button. One you've clicked the Add lead button, you'll be able to enter all your new lead's contact information into the Contact Information and Detail fields.  

Lead Details

When entering a lead manually, you are able to include information to help categorize your leads. Scores will allow you to assign your leads scores for what makes sense for your business. These can always be updated and changed based on your lead's status.

There are four key sections that you can fill out: Lead Details, Address, Details and Custom Fields. The only required field is email address, but we recommend you add as much detail as you think will be necessary to aid your follow up efforts with your leads.

When you have entered all the information you want, scroll to the bottom of the page and click Add.

CRM Tab

First, locate and click the CRM tab from your page to view all of your current leads.

 

Adding a Lead

Click the Add Lead button in the right-hand corner to add a lead

One you've clicked the New button, you'll be able to enter all your new lead's contact information into the Contact Information and Detail fields.  

 

Lead Details

When entering a lead manually, you are able to include information to help categorize your leads. Scores will allow you to assign your leads scores for what makes sense for your business. These can always be updated and changed based on your lead's status.

There are four key sections that you can fill out: Lead Details, Address, Details and Custom Fields. The only required field is email address, but we recommend you add as much detail as you think will be necessary to aid your follow up efforts with your leads.

When you have entered all the information you want, scroll to the bottom of the page and click the add button.

Need more help?

For questions, concerns, or feedback, please chat with our team: https://app.placester.com/chat

 

 

 

How did we do?

4.0 Editing your Leads individually and through Bulk Actions [Codeless]

4.0 Removing a Lead [Codeless]
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