How to create and manage leads in the CRM?

Lead management is essential to growing your business!

Create new opportunities, showcase your property portfolio, and close deals.

There are two ways to create a new lead manually within CRM:

1) Through the dashboard panel:

1. On the dashboard, go to Leads/Deals:

2. Click on the "Add New" option:

3. Fill in the potential customer's name and contact information.

4. Define whether the lead is a "sale" or a "new listing".

5. Choose the lead source, define the responsible agent, and the property of interest.

6. Write a message, click create, and proceed to the lead details.

• Sales lead: Click on Leads/Deals > Sales > New
• New listing: Click on Leads/Deals> New listings > New

3) Creating leads through the private property prospecting list:

Through the list of private properties available on all real estate portals, it is possible to add a prospecting lead:

• In the side menu, go to Properties>FSBOs, within the panel on the right, click on "create lead"

When adding a lead, there is the option to add a new owner or choose from an existing one:

If the chosen option was "New Owner" you must fill in all fields:

When creating sales leads and/or prospecting leads, it is important to have already defined the status for both types of leads. If you have not defined the lead status, you will not be able to add new leads in the CRM.

See this article to learn how to create and configure lead status.

This feature is available for all CASAFARI CRM users.

For more information, please contact us by email: help@casafaricrm.com