How to Manually Add Leads
You can use this tool to manually add fresh leads to your pipeline if you have taken any actions that are not typical of a campaign. Forefront enables you to effortlessly add leads manually, regardless of whether they were referred to you or if you discovered them yourself.
To start adding a lead manually, look at the top right corner of your CRM and from there you will see the “New Lead Button”
After clicking on “New Lead” you will be presented with multiple fields you can fill up.
- Status – The specific status that you want this lead to fall into once added to your pipeline
- Campaign – if you wish to add this to the campaign that you are running
- Property Street Address
- Property City
- Property State
- Property Postcode
- Property County
- Primary Contact Name (First and Last)
- Primary Contact Phone
- Primary Contact Email
- Users – (Add a team member to manage or handle the lead)
(Important Note: None of these fields are required before you can save)
Make sure to click “Create” once you’ve entered all the necessary details.
For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!