- Click on the Contacts page
- Click 'Create Contact'
- Enter Email address, First Name, Last Name
- If contact already exists, email info@jhoustonhomes.com and ask for that contact to be assigned to you.
- For 'Model Home Visit' property - only select 'yes' option if you want this to count on your traffic report for the week. Only select 'yes' option for 'Are They a Realtor?' property if the contact you are entering in is a realtor.
- If prospect is looking at a specific spec home, please notate in the 'Spec Viewing' property
- If prospect has a realtor, please put in realtor's info here
- For 'Legal Basis for Processing', please select the first option - 'Legitimate Interest - Prospect/Lead'
- Click 'Create', and then you're done! This contact will now show up in your contact list.