Leads & Pipeline Management
Adding a New Lead
Watch a new lead get created from a phone call — addresses, move date, and size captured in under a minute.
Updated Jul 8, 2026
video · leads · new-lead
Adding a New Lead
Watch a new lead get created from a phone call — addresses, move date, and size captured in under a minute.
What this video covers
- Filling in customer and move details
- Address lookup with automatic distance calculation
- Where the lead appears in your pipeline
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