A lead is a property owner or manager you’re estimating for the first time. A client is a property owner or manager you’ve worked with before. You can create estimates, proposals, and invoices for both leads and clients the same way.
1. Sign in to Duranta Web: https://app.getduranta.com
2. From the Home screen, choose one option:
Click '+ Create new' --> select Lead or Client
Click the Lead icon on the Home screen
In the left navigation, click Clients → click '+ Add Lead' (or '+ Add Client')
3. Enter the client’s information and hit Save when you are done.
💡Pro-tip: use the toggle to switch between saving the contact as a lead or a client.
4. Enter the property address and confirm the property
💡 Note: you can skip inputting the address if you just want the property owner's contact information in your CRM.
Please contact [email protected] if you need help or have questions.