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Leads

Articles related to lead creation and generation and lead management.

Rachel Armstrong avatar Zach Heine avatar
4 articles in this collection
Written by Rachel Armstrong and Zach Heine

Create A Lead

How to manually create a lead using the dealr.cloud computer interface or phone app.
Rachel Armstrong avatar
Written by Rachel Armstrong
Updated over a week ago

Auto-Assigning Incoming Leads

This article will show you how to set up a round-robin system for all of your incoming leads in dealr.cloud!
Zach Heine avatar
Written by Zach Heine
Updated over a week ago

Worksheets vs. Deals

Understand the difference between a worksheet and a deal. What's important to know and how do I use worksheets and deals.
Rachel Armstrong avatar
Written by Rachel Armstrong
Updated over a week ago

Lead Management Overview [video]

Learn how to manage, sort, and communicate with your leads so that you never lose a hot lead!
Rachel Armstrong avatar
Written by Rachel Armstrong
Updated over a week ago