Click New Contact to open a fresh entry form.
Enter the contact's first name — we'll go with John.
Add the last name, Smith, right beside it.
Now tie John to his company, Smith Construction LLC.
Drop in his email so you can reach him digitally.
Add a phone number for quick calls or texts.
Next up, the street address — 123 Main Street.
Fill in the city, Springfield.
Add the state abbreviation, IL.
Finish the address with the zip code, 62701.
Open the contact type dropdown to categorize this lead.
Pick Residential, since John's a homeowner client.
Now open the lead source dropdown to track how they found you.
Select Phone — John called in directly.