Manually inserting leads is a useful tool for organic leads and those customers who reached you directly via phone or email.

To start, click on the "Leads" link on the left hand side of your screen.

Once you're inside the "Leads" page, click on the blue tab  "Insert Lead Manually" on the top right hand corner to begin inputting lead details.

Once you click "Insert Lead Manually", it will open the popup window where you can fill in the lead details.

Above the green button labeled "Insert Lead" click on the arrow to add details about the upcoming move, it will help you later to provide the estimate based on this data.

When you finished with inserting all the details to the form, click the green button "Insert lead" and your lead details will be saved in the lead's page.

Now you've got your first lead in the system, so what’s next?

Use these links to additional articles below to move forward with us:

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