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Adding or Editing a Lead

Updated
  1. Click Add New in the top-right corner (or choose Edit from a row’s three-dot menu).
  2. Fill in the form:
    • Company Name — the prospect’s business name, if any. For a commercial or HOA prospect this can stand in for a person’s name.
    • Lead Status* — required. New leads default to Open - Not Contacted; see 16.5.
    • Client Type — the type the client would be set up as. Optional here, but used when the lead is converted (16.6).
    • Lead Source — the channel that produced the enquiry, chosen from the same list that appears as Advertising Source on a property record (section 1).
    • First Name and Last Name — up to 75 characters each.
    • Phone Number — must be a valid phone number if entered.
    • Email — must be a valid email address if entered.
    • Address — start typing and pick the suggestion from the address lookup; the full address is stored in this one field (up to 120 characters).
    • Notes* — required. Record the conversation, what they asked for, and any follow-up you promised.
  3. Click Save. The window closes and the table refreshes.
The top of the lead form: Company Name, Lead Status, Client Type, Lead Source, First Name, Last Name, Phone Number and Email.
The bottom of the lead form: Address with lookup, the required Notes box, and the Save button.

Note: Only Lead Status and Notes are required, so you can log a lead from a voicemail with nothing more than a note. Filling in Lead Source every time is what makes the source column useful later, and filling in Address lets PSS create the property for you at conversion.