Step 1: Open the Lead Record
Navigate to the lead and open the Dispo tab.
Step 2: Click Add Buyer
Click Add Buyer to begin adding a buyer to the lead.
Option 1: Add an Existing Buyer
Step 3: Search for an Existing Buyer
Type the buyer’s name in the search field.
Example:
Anthony Estrada
Select the buyer from the existing contacts list.
Step 4: Update Buyer Information (Optional)
You can update or add additional contact information such as:
Email Address
Phone Number
Step 5: Assign Buyer Ownership
Select the user who will own the buyer contact.
Step 6: Add the Buyer
Click Add Contact.
The buyer will now be attached to the lead.
Option 2: Create a New Buyer
Step 7: Create a New Buyer Contact
Instead of selecting an existing contact:
Enter the buyer’s information manually
Add:
Buyer Name
Phone Number
Email Address (optional)
Step 8: Assign Buyer Ownership
Select the owner for the buyer contact.
Step 9: Save the Buyer
Click Add Contact.
The new buyer will:
Be attached to the lead
Automatically be added to the Buyers contacts section
Step 10: View Buyer Details
Click the buyer’s name to open the buyer profile.
Within the buyer profile, you can view:
Contact Details
Attached Deals
Associated Leads
Result
The buyer will now be connected to the selected lead and saved within the Buyers contact database.