Max Basics - Manually Adding a Lead in the CRM

Learn how to effectively add a lead to your CRM system manually and improve your sales and marketing strategies.

Updated at October 28th, 2024

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Manually Adding a Lead in the CRM Video Transcription Video Summary Step-By-Step Instructions Adding a New Lead in the MAX Mobile App

Manually Adding a Lead in the CRM

Video Transcription

00:00
In this video, you're going to learn how to add a lead to your CRM. To do that, you'll need to access your CRM. There's a couple of ways to do that. You can click on the favorites tab at the top of the screen and then select my leads, or you can simply click the view leads button on the dashboard. Either of these will log you into your control panel.

00:23
Now since we're working with leads, you'll need to go to your lead list. So go ahead and click on that in the left sidebar. OK, and at the top of the screen, click Add New. All right, now we just need to fill out the customer information. So let's go with Jane Doe. And you'll need to put in an email address. And of course, a phone number.

00:49
If you have an address, you should definitely enter this as well.

00:57
And if you have their birthday, adding it here will make sure that the customer gets an email every year on their birthday, which is really going to help keep you top of mind. In this case, there isn't a transaction date, so we'll skip that. And finally, we need to select whether this is a buyer, seller, or renter. Now once you've completed this form, you simply click on save. Hopefully this video has given you the confidence you need to add new leads into your own CRM.

01:26
But if you have questions about your CRM or any other part of the Agent Elite service, you can reach out to our customer service department. Or you can go to our knowledge base at help.agentelite.com. Thanks for joining me today.

Video Summary

The video tutorial provides step-by-step instructions on how to add a lead to your CRM. First, you need to access your CRM, which can be done by clicking on the "Favorites" tab at the top of the screen and selecting "My Leads" or by clicking the "View Leads" button on the dashboard. Either option will take you to your control panel.

Once inside the control panel, navigate to the lead list by clicking on the left sidebar. At the top of the screen, select the "Add New" button. After that, you will need to fill out the customer's information, starting with the name (in this example, Jane Doe), followed by their email address, phone number, and physical address if available.

Additionally, you can enter the customer's birthday to ensure they receive annual emails on that date, helping you stay top of mind. Finally, choose whether the customer is a buyer, seller, or renter, then click "Save" to add the lead. The video concludes by encouraging users to contact customer service or visit the Agent Elite knowledge base for further assistance.

Step-By-Step Instructions

Access the Lead List:
1. From the Performance Dashboard go to the Lead List by clicking on it from the left sidebar.
Click 'Add New':
1. At the top of the screen, click the Add New button to begin adding a lead.
Enter Customer Information:
1. Name: Enter the customer’s name (e.g., Jane Doe).
2. Email: Provide a valid email address.
3. Phone Number: Add a contact phone number.
Add Additional Information (Optional but Recommended):
1. Address: If you have the customer’s address, enter it here.
2. Birthday: Input their birthdate if available.
  1. This allows the system to send an automated birthday email every year, helping you stay connected with your leads.
3. Skip Transaction Date (If Not Applicable):
  1. If there’s no specific transaction date, you can leave that field blank.
Select Lead Type:
1. Indicate whether the lead is a Buyer, Seller, or Renter.
Save the New Lead:
1. Once all the information is entered, click Save to add the lead to your CRM.

Adding a New Lead in the MAX Mobile App

To add a new contact, tap the blue "Add lead" icon in the upper right of the Contacts screen.
Enter your contact's name, email, address information, and any notes on the next screen.
When you are finished, save the new contact by tapping the blue checkbox in the upper right-hand corner.

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