Skip to main content

How Can I Manually Add a Lead?

Leads are typically automatically added, however, you can manually add them too

Jon Nolen avatar
Written by Jon Nolen
Updated over 2 months ago

The following steps detail how you manually add a lead:

  • Click Lead

  • Click the + button

  • Insert the Address of the Lead in Address, and select it from the dropdown

  • Select an existing Seller's contact in Select existing contact, or insert First name and Last name. If you have the Seller's email and/or phone number, insert them as well

  • Select the Campaign

  • And click Save.

  • If an error message appears Cannnot create lead, it means you didn't insert:

    • An Address

    • The First name

    • A Campaign

  • Click the Edit button

  • Edit the Lead's Address, Street, City, State, or Zip Code, and click Save

  • To edit the General Information, click the Edit button

  • Edit the Lead Status, Campaign, Lead Temperature, or Qualified Lead, and click Save

Did this answer your question?