Quick Tips - Create a Contact and Add a Referral

Ensuring new leads are created and setup properly is one of the best ways to ensure no lead is forgotten about or ignored. This can substantially increase your conversion rates while proving to your Referrals that you provide value and insight.

• Create 'Client' Contact
• Create 'Partner' Contact

Create 'Client' Contact

In this video, we will:

1. Create a new lead
2. Link the Referral Contact
3. Assign a Nurture automation
4. Create a task to check-in with the Referral Contact

Create 'Partner' Contact

In this video, we will:

1. Add new Contact
2. Add appropriate Tag(s)
3. Add nurture Automation
4. Add follow-up Task