The Quick Add menu provides a fast and convenient way to create new leads from anywhere within Accountable. Once a lead is created, it is automatically added to the Pipeline under the Leads tab, allowing loan officers to begin managing and tracking the lead immediately.
Steps to Create a Lead in Quick Add Button
Click the Quick Actions button to view all available menu options.
Click "Lead" from the Quick Actions menu.
A modal popup will appear, the Contact Type set to B2C by default. Enter the first name, last name and email.
Select the Lead Source and Lead Purpose, enter the Loan Potential, and then click Save.
If Lead Source is selected as Referral, you must select an existing referral contact, or create a new referral contact before saving the lead.
If Lead Source is selected as Event, you must select a event type in the dropdown option.
After the lead is created successfully, it is automatically added to the Pipeline section under the Leads tab.
To Click here and learn more about how to managing leads, including how to edit, delete, and schedule follow-ups, refer to the Leads Pipeline Article.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.
- Accountable Support