Adding a lead manually
Navigate to Leads in the left navigation, then click the + Add Lead button in the top right. Fill in the contact details — at minimum a name or an email address — and click Add Lead. Everything else, Timeline included, can be filled in later. The lead lands in the pipeline as a New Lead.
Start typing a Mailing address and choose one of the suggestions: the street stays in the address box and City, State and ZIP fill themselves in. Whenever a mailing address is entered, City, State and ZIP are needed before the lead saves. Edit Lead works the same way.
Choosing a Type shows the fields that go with it: a buyer gets first-time buyer, budget and pre-approval; a seller gets the properties they are selling, at least one required; a contact who is buying and selling gets both. Pick any number of Tags under the assigned agent. Edit Lead is laid out the same way.
Recording marketing consent
At the end of the form, the Marketing Consent box asks whether the lead agreed to receive email, text messages, or both. Tick only what they agreed to, then add a short note on how they gave it — for example, "Agreed on the phone." Consent recorded here is in place before the first email goes out, so nothing has to be remembered later.
Any team member who can edit a lead can update its consent afterwards from the Edit Lead drawer. Every change — opt-in or opt-out — is saved with the name of the person who made it, the date and time, and their note, and appears in the lead's consent history.
Importing leads from CSV
Click the import button (down arrow icon) in the Leads toolbar. Download the CSV template, fill in your contacts, and upload the completed file. The importer maps columns to lead fields automatically. Review the preview before confirming.
Supported import sources include Follow Up Boss, LionDesk, CINC, BoomTown, and any platform that exports standard CSV.
Lead fields
Every lead record supports: first name, last name, email, phone, source, status, assigned agent, tags, notes, and custom fields. The activity log on each lead record captures every touchpoint automatically.
Searching and filtering
Use the search bar at the top of the Leads page to find contacts by name, email, or phone. Use the filter panel (slider icon) to filter by status, source, assigned agent, or date added.
