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Add/Edit Lead

The form on this page allows you to enter and update information for a lead. The fields are designed to capture essential contact details and specific lead attributes.

View Leads Page and click the Admin dropdown menu (represented by a gear icon) next to a lead, then select Edit or click the Add Lead button to add a new lead.

  • Type: The classification of the lead, such as a Buyer, Seller, or Renter. This is a required field.
  • First Name: The lead's first name. This is a required field.
  • Last Name: The lead's last name.
  • Email: The primary email address for the lead.
  • Phone: The lead's primary phone number.
  • Home Phone: An alternate or home phone number for the lead.
  • Address: The lead's street address.
  • City: The city associated with the address.
  • State: The state associated with the address.
  • Postal Code: The postal code associated with the address.
  • Comments: General notes about the lead.
  • Join Our Mailing List?: A checkbox to indicate if the lead has opted in to receive marketing emails.
  • Status: The current status of the lead, such as New, Contacted, or Closed.
  • Private Comments: Internal notes only visible to authorized users. This is not visible to the lead.
  • Assigned To: The user assigned to manage this lead. This is a required field and is populated with a list of users with access to this site.
  • Notify Assigned User?: A checkbox to send an email notification to the user assigned to this lead.