Overview
Sometimes a lead comes to you outside your normal marketing — a phone call, a referral, a conversation. You can add it to REsimpli by hand in under a minute.
Steps
Step 1: Open the form
There are two ways, and both open the same form:
If you are already inside a pipeline, click Add Lead.
From anywhere else in the system, click the New button, then Add Lead.
Step 2: Choose the property type
Your choice changes what the form asks for next:
Residential — you will be asked for the property address
Land — you will be asked for the APN or reference ID
Step 3: Add the source
Record how the lead reached you — which marketing effort it came from, such as Instagram.
Step 4: Set the fallback communication number
This is the number used for outbound calls and texts to this lead.
If your marketing campaign already has a fallback number, that one is used.
If it does not, the number you choose here is used instead.
You can leave it blank.
Step 5: Choose the market
Select the market this lead belongs to, such as your primary market.
Step 6: Choose the pipeline and status
Pick which pipeline the lead should go into, and which status it should start in — for example, your main pipeline under New Leads.
Step 7: Add the contact information
Fill in:
First name
Primary phone number
Primary email
The date the lead was created
The associated company, if there is one — leave blank if not
Step 8: Save
Check your details, then click Add Lead at the bottom.
Important Notes
Both entry points open the same form, so use whichever is closer.
Residential and Land ask for different things. Residential needs an address; land needs an APN or reference ID.
The fallback communication number only applies if your marketing campaign does not already have one. The campaign's number takes precedence.
The pipeline and status you choose decide where the lead lands, so set them deliberately rather than accepting the default.
Recording the source is what lets you measure which marketing is working.
Troubleshooting
The form is asking for an APN instead of an address
You selected Land as the property type. Switch to Residential if you want to enter a street address.
You cannot find the Add Lead button
Use the New button, available anywhere in the system, then choose Add Lead.
Your new lead is in the wrong place
The pipeline and status are chosen on the form. Open the lead and change them, or check those fields before saving next time.
You are not sure what to put as the fallback number
You can leave it blank. If your marketing campaign has a fallback number, that one is used anyway.
Summary
You added a lead by hand. You opened the form from either Add Lead inside a pipeline or the New button anywhere in the system, chose the property type, and entered the address or APN. You recorded the source, fallback number, and market, chose the pipeline and status, filled in the contact details, and clicked Add Lead.