Leads from potential clients can be found in the main menu under Leads.
New potential clients are entered manually via the Enter lead button. When creating a new lead, it’s a good idea to first check the customer register to see whether the person already exists. If they do, you can select the existing customer as the new lead, which helps avoid duplicate customer records.
In addition, leads can be synced to Linear automatically via the brokerage’s website if a website integration is in use. If you’re interested in a lead integration for your own website, please contact our customer support if needed.
The user will also receive a separate email notification about new leads, so they won’t be missed. If the user has broader permissions and the Company leads access right enabled, they will receive email notifications for all leads created under the company.
Tip: In User settings, you can choose on the General tab whether you want to receive email notifications about newly created leads. Leads coming through the interface are leads created, for example, from a contact form submitted on the brokerage’s website. Manually created leads are leads entered manually by other users within the brokerage.