Follow the steps below to send the pre-qualification form to an external lead. You may have found a lead by word-of-mouth recommendation, or they may have contacted you by phone or email. First, you will need to add a lead on your dashboard. Then, you will need to send them an invitation.
- Click on the Find tab on your dashboard and select Leads from the submenu
- Click Add a lead at the top of the page
- 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
Once you've done this, you will then need to send the lead an invitation. Follow the steps below to invite the lead.
- Click on the Find tab on your dashboard and select Leads from the submenu
- Select a lead from the leads list
- Click Manage lead, then select Send invite from the drop-down menu
The lead will receive an email with a link to the property listing. When the lead makes their enquiry on Rightmove, they will receive another email inviting them to complete the pre-qualification form. Please read this article for more information about pre-qualification.
If you need further assistance, email us at partners@residently.com or reach out via chat.