How to add a buyer to a lead

How to add a buyer to a lead

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How To Add A Buyer To A Lead

There are two ways to add a buyer to a lead.

1. Add A Contact.

  1. Go to the left sidebar menu. Click Leads → Active Leads.
  2. Go to the Lead.
  3. Click Add Contact.
  4. Select Buyer on Contact Type and fill out the remaining information.
  5. Click Add Contact button. Contact Added Successfully will pop up in the upper right corner of the screen.

f. Refresh the page. The buyer information will appear on the Lead’s information.

2. Add buyers.

  1. Go to the left sidebar menu, click ContactsBuyers.
  2. Click Add Buyer/ Agent on the upper right corner of the screen. A new window will open.
  3. Fill out the information.

d. Click the Add Buyer button.

3. To see the list of buyers:

  1. Go to the left sidebar menu, click ContactsBuyers.

4. To add the buyer from the Contact → Buyer section to the Leads section:

  1. Go to the left sidebar menu. Click LeadsActive Leads.
  2. Go to the Lead with an existing buyer.
  3. Click Add Contact.

d. Select Buyer on Contact Type and fill out the remaining information.

Note: The name of the previously added buyer will reflect on the system when the name is initially typed in the Name section.

e. Click Add Contact button.

Note: Added buyers will reflect on Lead’s details.

5. To check on the Buyer’s details::

  1. Click the name of the buyer to display the information of the buyer and the deals.
  2. Click on the Deal tab. Click the address,  the system will display the Lead’s information.

End.