Add or import leads

Add a lead

1. Open Leads and choose Add lead.
2. Enter a name and a phone number or email, the source and the status.
3. Optionally add a budget, preferred location, property type, notes and a first follow-up.

When you choose a property type, the budget, location and type you entered become the buyer’s first requirement, so you can edit them later on the lead’s Requirements tab. A CSV row does the same when its property type can be read; add an intent column (buy or rent) if some buyers are renting.

Import a CSV

1. Choose Import CSV and upload your file (up to 5 MB and 5,000 rows).
2. Check the preview. Each row shows whether it will be imported, is a duplicate or has a problem.
3. Confirm. Download the failed rows if any need fixing.