Leads: Manage Prospective Clients

Leads: Manage Prospective Clients

Leads are prospective clients. An existing contact can be assigned as a lead/prospective client. If a lead/prospective client is no longer a lead, you can remove the contact from the prospective clients report.

1. Click Admin on the Main Menu.


2. Click on Contacts



3. Contact screen will open. 

4. Select Leads from the ribbon-bar




5. List of Leads will open. 



Lead details & preferences

Each Lead Contact allows the user to add additional lead details. These details are optional and split into three (3) sections:
  1. Prospective Details
  2. Preference
  3. Property details

Prospective Details

All fields in this section are optional. This section is to keep track of the leads details and link the agent to the lead.



Preference

All fields in this section are optional. This section is to keep track of the lead's property preferences and requirements.



Property Details

All fields in this section are optional. This section is to keep track of the lead's property preferences and areas.




Add a Lead

1. Click on Add Lead



2. Contact List will appear. User will either link an Existing Contact/s (A) or create a New Contact/s (B).  Selected contact/s will be linked to as a Lead. 




  1. Option A) Existing Contact – type in the search field. PropWorx will filter results of existing contacts. Select by clicking on the contact to be linked to the file and click select. Repeat if required.

  1. Option B) New Contact/s – Click on the Create New Contact button. Select the contact type (i.e. Person or Company). Create New contact screen will appear. Repeat if required.
 

Create a new Contact
Click on Edit. The user is able to fill in as much information as needed, or fill in basic information and load more information once the contact is created. 



Under Personal or Company Details:
Person: Fill in the Forename and Surname. Optional: ID number and birthdate
Company: Fill in the Company Name. Optional:  Company reg and Vat number




Under Contact Details, fill in:
Cellphone number and Email address for communication
Preference Post, SMS and/or Email for statement sending preference


Click Save Changes to create a new contact. 



2. Lead Contact screen will open. Optional: add additional lead details is split into three (3) sections:
  1. Prospective Details
  2. Preference
  3. Property details
3. Click on Save Changes to update record details.



4. Lead will be created. 

Edit a Lead

1. Click on the Lead's Name to open the profile. 




2. Contact's profile will open to view details.  

To Edit: Click on Edit to add or modify contact's details.



To Save: Click on Save Changes to update contact's details.




Delete a Lead

1. Select the lead to be deleted, by ticking the tick box. 



2. Click Ok on the prompt. Note: this will not delete the lead from the lead list, it will not delete the contact from PropWorx.

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