Quick Start Guide

Quick Start Guide

2. Next Steps For Success

Lead Management

Adding a lead

With your MLS approval and site setup underway, now is the time to learn the basics of lead management in your account.

We’ll start with how you can add a lead manually. While your site is optimized for lead capture and a bulk lead import is available, you’ll sometimes need to enter leads directly in the CRM/Control Panel.

Go to your Lead List and click Add New, then enter your own name, email and other information into the form, and save. Congratulations! You know how to manually add leads to your account.

Lead Nurturing