Add Lead - Tutorial

← 1. Locate

Referrals are amazing, so always ask for them! The Add Lead feature is used for just that. You can add leads one at a time, or upload a whole set.

Here input as much information as possible, then submit. This will add it to your account and your company’s database.

HINT: Always search for it first in Advanced Search to save on typing and duplicate entries. Locate>Advanced Search

Tags: adding leads, companies,

1. Locate

  1. Add Lead - Tutorial
  2. Advanced Search - Tutorial
  3. Geo Search - Tutorial
  4. Import Lead - Tutorial
  5. Schedule Search - Tutorial
  6. Speed Lead - Tutorial
  7. Transfer Lead - Tutorial

Knowledge Base and Helpdesk

(thinking…)
Reset