Follow the steps below to add a lead from your dashboard.
- Click on the Find tab on your dashboard and select Leads from the submenu
- Click Add a lead at the top of the page
- Assign an existing lead by searching for a name or email address, or add a new lead by clicking Add new person, then enter their name and contact details
- Assign the lead to a property by searching for a postcode or address
- Click Next to add the lead
You can add any additional information about a lead using the Notes facility on a lead card.
If you need further assistance, email us at partners@residently.com or reach out via chat.