How Do I Add A New Lead?

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Let's Add A New Lead

If you have leads, then you need add them into your Profit Drive account!

By adding leads to Profit Drive, you can tag them, create and send out marketing campaigns, skip trace and more. 

Turn your leads into deals with the power of Profit Drive!  

 

Objectives

In this support article, you will learn step-by-step how to add a new lead into Profit Drive.  

 

Steps

1. Log in to your Profit Drive account. Then, click on Leads located on the left-hand side. In the drop-down menu, click on List View.

 

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2. In the upper right-hand corner, click on the plus sign icon. 

 

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3. Then, in the upper-right hand corner, click on Add Lead

 

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4. You will be taken to where you can fill out information of your new lead. 

You can upload a photo. To do so, click on Add a photo

 

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Then, fill out the information regarding the lead's location.

 

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Under Lead Info, fill out the information of what you may know about the current owner of the property.

 

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Finally, under Lead Capture Wizard, assign a street rank and lead value to that property as well as your visual inspections.

 

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5. When you are finished, click on Save

 

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Thank You!

We appreciate you taking the time about to learn how to add a new lead! For questions, contact us at support@profitdrive.com.

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