Managing Clients and Leads

To manage and view clients click on the Clients tab at the top of your screen. 

 

 

From within the CRM you can add clients by clicking the Add Client button.

When adding your client you'll enter their basic information and search criteria. 

You can also mark the source of the lead, names of any other occupants, information about their broker (if they have one), or add another agent if you want to share the client's information with someone at your company.

 

From the client overview section you can filter your client list by a variety of criteria, search by client name, or export a CSV of your client data.

 

You can also manage the interest level and status of your lead using the dropdown menus next to each client.

 

To edit existing clients, click on the client to open their client card. From within each client card you can execute searches based on the client's criteria as well as edit any information by clicking the edit button.

 

Add appointments with a client to your calendar by clicking the button in the Scheduled Appointments section of the client card. 

Learn more about using the Nestio Appointments feature here

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