How Steps to Create a Lead
Select a Primary Resident – Choose a homeowner from the list.
Add a New Resident (if needed) – If the correct homeowner isn’t listed, tap “Add Resident.”
Enter Homeowner Details – Ensure the first name, last name, and phone number are entered correctly.
Create the Lead – Tap “Create” in the top right corner.
That’s it! Your lead is now successfully created and ready for the next steps.