Leads are clients that:
- Come through via ads (PPC)
- Are pulled in from a lead parse email that was set up with a third party, such as Zillow or Realtor
- Signed up themselves on your website
- Filled out the "Contact" form on your website
- Filled out the "Get in touch" form for a listing on your website
- Called or texted your VOIP number
- Were entered into the CRM manually and had a "Source" entered
- Were imported with a CSV file and had a "Source" entered
Contacts are clients that were:
- Migrated over from your Listingbook account
- Imported via email (one-time client import or email sync)
- Entered into the CRM manually and had the "Source" field left blank
- Imported with a CSV file and had the "Source" left blank
- Edited to have a "Source" of "Manually Created"
Want to see all clients, regardless of if they are a lead or contact? Simply click the "CLIENTS" link, in the left-hand side navigation, to see all of your clients.