New Contact

• First name and Last name are required fields. These shouldn’t be left blan
• Project address is Street name only
• Address is the # and St Name
• Google the Zip code of Suburb and State if weren’t provided
• Do not use City field
• Lead Source – How the prospect found out about WPI
• Lead Capture – how the prospect contacted WPI (call, email, dm, etc)
• Date of Inquiry – Date when prospect contacted WPI
• If lead scheduled for Book a Chat, the schedule of Book a Chat will be the date of inquiry
• Cost of Lead – used in Houzz/ HiPages lead (that info is in the lead details on Houzz/HiPages website)
• All contacts are tagged with “Nurture sequence” and “Events”. If the new contact is a prospect then add “Prospect” tag. If contact is already a client but not in the system yet, add “Client” tag. But you must not add both prospect & client tags for the same contact.
• Use CTRL+tag when adding multiple tags
• Project Details (for HIpages, OneFlare, Email, Website Contact Us form, and call leads) – this is for the project details / notes/ questions left by lead on HiPages/ OneFlare/ Email/ Website Contact Us form/ Call

After clicking submit, check Ontraport if contact has been successfully added. 

If contact is a prospect, check and process Deal card.

Further steps here.