You just received a new lead! Now you want to add it to your LoanTek account. Follow the steps below to learn how.
- Hover your mouse over the CRM tab.
- Click on Add New.
- Select a Source (required)
- Select Source Filter (required)
- Select a Status (required)
- Fill out any additional fields as necessary
- Click Save All
*Do not select the "Send Welcome Email To This Contact" box if you have already spoke to the contact
*If you want to send a welcome email to the contact remember to fill out an email under the contact info tab
*Source - Where the lead came from.
*Source Filter - Will vary depending on the source.
*Status - The stage your contact is at in the loan process.