Tracking leads

Leads shows every enquiry on a board, in stages: New enquiry, Contacted, Test drive / inspection, Offer made, Closed won and Closed lost.

Add a lead

1. 1Go to Leads and choose Add a lead.
2. 2Choose the customer, or add a new one.
3. 3Link the unit they’re asking about, so it shows on that unit too.

Move a lead along

Drag the lead to its new stage, or open it and change the stage. Moving it to Closed won marks it sold; Closed lost marks it lost. Add notes and tasks on the lead so anyone on the team can pick it up.

Leads from your website

Settings → Website leads gives you an email address for leads. Point your website’s enquiry form, or listing-site notifications, at it and each email becomes a new lead. If the page says it isn’t switched on yet, email help@forekort.com and we’ll turn it on.