Add a contact or lead
Add someone from Quick add on any screen, and choose whether they are a contact or a lead.
Open Quick add from the plus button at the top of the sidebar, or click Add contact on Contacts or Add lead on Leads. All three open the same dialog.
Choose Contact or Lead
Pick the Contact tab for someone you know, such as a past client or your sphere. Pick Lead for someone you are working to win. A lead shows on Leads, and Today reminds you to follow up; a contact shows only on Contacts.
Enter their name and details
First name is the only required field. Add Last name, Email and Phone if you have them.
Choose a lead type and stage
Under Lead type, pick Buyer, Seller, Buyer & Seller, Investor or Renter. Buyer is selected to start with. Stage starts at the first lead stage, New Lead.
Add a source and tags
On the Lead tab, Source records where they came from, such as Zillow, a referral or an open house. It shows on Leads and in Analytics. In Tags, separate tags with commas.
Add an address, if you want
Click Add address to show Address, City, State and Zip.
Save
Click Add contact or Add lead. The list you are on updates straight away.
Phone numbers
The Phone field formats what you type as a US number, (555) 123-4567, and keeps 10 digits. Relivo saves it with the +1 country code, so the same number matches however it was typed. Numbers from outside the US and Canada can only come in through a CSV import or a lead form, written with + and the country code.