A residential account is a homeowner or residential property owner, for example a house, townhouse or rental property.
Leads and clients work the same way in Duranta. Both can have properties, measurements, estimates and invoices. The difference is whether you have worked for them yet.
Start a new account
Use either of these options:
On Home, under Create new, select Lead
In the sidebar, open CRM, then select Add lead (or Add client on the Clients tab)
The Create account dialog opens.
Fill in the details
Residential is selected when the dialog opens. Choose Commercial instead for a business with more than one contact.
Field | What to enter |
Name | First and last name |
This is a new lead | On for a lead, off for a client |
Phone | The customer's phone number |
The customer's email address | |
Account Owner | The team member responsible for the account |
Notes | Anything else about the customer |
Only the name is required. You can add the rest later.
Choose lead or client
The This is a new lead switch decides whether Duranta saves the account as a lead or a client. Turn it on for someone you're quoting for the first time. Turn it off for a customer you already work with.
You can change this later. Converting a lead to a client keeps its properties, estimates and notes.
Save and add the property
Select Save. Duranta takes you straight to adding a property for the account.
Start typing the property address, then choose it from the list.
Check the lot boundary on the map, then select Confirm.
The account page opens with the new property. Duranta also uses the property address as the account's billing address.
If you'd rather add the property later, leave the property screen. The account is already saved.
See CRM (Clients & Leads): FAQ for converting leads, multiple contacts, account owners, archiving and deleting accounts.