WEBVTT

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Emma has asked about renting a two-bedroom condo.

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Her contact tells us who she is; a lead records the enquiry

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we need to follow.

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Open Leads and create a new lead.

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Choose Tenant because she wants to rent, then link Emma's saved contact.

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Use the quick form to add the required rental details: her budget,

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preferred area, property type, and timing.

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Check the assigned agent, then save.

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Open the record and confirm the details and starting stage.

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Emma's enquiry now has a clear place in the pipeline, ready for

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the team to work on.