How to Claim a Lead Effectively

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How to Claim a Lead Effectively

This video explains how to make sure a lead is assigned to you before taking any action on it.

Steps:

1. Open the lead
2. Go to the Assign To field on the left side
3. Find your name and click it
4. Hit Save

Why this matters: Any green status you click (Offer Made, Send Contract, Under Contract, etc.) attributes that action to whoever the lead is assigned to. If it's still assigned to MayCloud, you won't get credit for it.

Rule of thumb: Any time you get a hold of a lead and think you might be making an offer — assign it to yourself first, before clicking anything green.

Note: The Claim Lead button at the top will eventually work for this — once the code is deployed you'll be able to use that instead. For now, always use the Assign To field.