Create New Lead

Create New Lead

Create a new lead to track potential clients

Back to Leads

Basic Information

Essential details for identifying and categorizing this lead

0/100 characters
0/100 characters

Professional & Contact Details

Company information, digital presence, and alternative contact methods

Briefly describe their business model or strategic goals.

Assignment & Follow-up

Assign the lead to an agent and set the next follow-up date

0/500 characters

Related Details

Link to a specific property or assign to an MREA campaign

Lead Preview

Preview how this lead will appear

Name: New Lead
Intent: Unknown
Assigned: Unassigned
Next Follow-up: Not set
Source: Not set

Quick Actions

Perform common actions related to lead management

Create a client record instantly for this lead. You can manually link it later.

Help & Tips

Always assign a lead to an agent for clear ownership.
Use 'Next Follow-up' to plan your next interaction and keep leads moving.
Accurate lead source tracking helps optimize marketing spend.
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