How New Leads Reach the CRM
Leads can arrive from registrations, contact forms, chat, appointments, imports, referrals, and connected sources. The captured context helps explain what they wanted.
Where to find it: Admin → Pipeline → Contacts
What to do
- Open the new contact and confirm the source and point of entry.
- Review the inquiry context, page, listing, form, or conversation attached to the record.
- Confirm the assignee and pipeline stage.
- Create or verify the next follow-up action.
Good to know
- A new submission can update an existing contact instead of creating a duplicate.
- Source, assignment, and notification are separate; test all three when validating lead capture.
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