How to Create a New Lead

The following process outlines the steps to manually create a new lead within Reapit Lettings.

1. Click on Create New > New Prospective Landlord.

2. Alternatively, click on Lettings BDM > Leads > 3-dot Icon > New Lead.

3. Use the Search Existing Contacts field to search for an existing contact and confirm their details are correct. 

Alternatively, click on Enter Manually to create a new Contact.

4. Click on Add Contact.

5. Complete the Lead Details section, including any notes.

6. Add property details by using the Search Address field. If the address is not found, choose Enter Manually and complete the fields displayed. 

Complete the property details then click on Add.

7. Confirm or change the details displayed in the Send Lead Status Drawer and click on Next.

8. Apply the desired communication by ticking the appropriate types from the Set Communication Types drawer, then click on Update Status. If No Messages is selected, you will be able to click on Close, to return to the Lead Summary Screen.

9. If you selected Email or SMS then select Review. You will be prompted to review and update the templated email / SMS, before sending it.

Click on Update & Send.