Add a Lead and Schedule a Follow-up

A video for this guide is in preparation.

1. 1
   On the Leads page, click Add Lead.
2. 2
   Enter the name, phone number, car they're looking for, and budget — the four required fields.
3. 3
   Add a follow-up date if you need to call them back at a specific time.
4. 4
   Save.

The follow-up is the real point of this record

A lead with no follow-up date is easy to forget. As soon as a date is saved, the lead shows up in the Follow-ups due widget on the dashboard when the day comes — it's the most reliable way to avoid losing a potential customer.