FUB New Lead Form

New Lead Form
Assign the Lead to:*
Liv Lead or Agent Lead?*

Liv LeadAgent LeadVendor
First Name*
Last name
Email
Must have email or phone # or both
Phone Number
Must have email or phone # or bothFormat: (000) 000-0000.
Lead Type*

BuyerSellerBuyer/SellerSphereVendorAgent Prospect
Notes:
Contact's Street Address (if you have it)
City
State
Zip Code
Stage*

LeadHot 0-3 MthsWarm 3-6 MthsNurture 6-12 MthsNurture 12+ MthsAppointment SetAppointment MetActive ClientUnder ContractRenter/Future BuyerSphereContactReferred out
Choose one if this is a REALTOR or Vendor

REALTOR - FOX VALLEYREALTOR - NOT IN FOX VALLEYService - AppraiserService - ContractorService - Home InspectorService - InspectorService - Insurance AgentService - LenderService - Title InsuranceService - Property ManagementService - Other
Check here if you want them to receive Marketing Emails (optional)

Mass Emails - General Marketing
Check here to add to your Marketing Mailing List (optional)

Mailing List
Source*

Z - Contractor/Service Provider/AgentCGL - Direct From BrokerCGL - Office Phone CallCGL - Walk-InCGL - Website - UnknownFacebookGoogle Business Profile (GBP)Google LSAHomes.comIndeedListing - FB Marketplace PostListing - Phone - Unknown SourceListing - REALTOR.comListing - Seller Word of MouthListing - Unknown WebsiteListing - Yard SignListing - ZillowMojo LeadstoreProspecting - Circle CallingProspecting - EventsProspecting - ExpiredProspecting - FSBOProspecting - Open HouseProspecting - Past ClientProspecting - Referral From LenderProspecting - Referral From Past ClientProspecting - Referral From SOIProspecting - Sphere (SOI)Realtor.comReferral - Corporate RelocationREALTORReviews - Greg's OnlineZillowZoodealio
Check one to add to Christmas Mailing List (optional)

Mailing - Christmas - BusinessMailing - Christmas - Personal
Should be Empty: