Creating a Lead

Create leads to start tracking land acquisition opportunities. You can create leads from the map, from existing parcels, or directly from your leads list.

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Creating a Lead from the Map

The most common way to create a lead:

1. Navigate to the map and find a property
2. Click on a parcel to select it
3. Click Create Lead in the parcel popup
4. Fill in the lead details
5. Submit to create the lead

Multiple parcels can be selected to create a single lead with multiple properties.

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Required Fields

• Title - Give your lead a descriptive name
• Team - Assign to a team (auto-selected if you only have one)

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What You Can Add

When creating a lead, you can fill in as much or as little as you want. Here’s what’s available:

• Title & Description — Name your lead and add notes
• Status — Track where it is in your pipeline (New, Contacted, Negotiating, etc.)
• Priority — Flag important opportunities
• Source & Type — Record how you found it and what kind of deal it is
• Owner Type — Individual, LLC, Trust, etc.
• Financials — Asking price, your estimated value, and offer amount
• Key Dates — First contact, expected close, contract date, closing date
• Assignment — Who’s responsible for this lead
• Project — Optionally link it to a project

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Associated Parcels

When creating a lead from the map, selected parcels are automatically associated. The dialog shows:

• Number of parcels
• Total acreage
• Parcel previews

You can add or remove parcels after creation from the lead detail view.

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After Creation

Once created:

• You’re automatically subscribed to the lead
• If assigned, the assignee is also subscribed
• The lead appears in your leads list and any associated project
• Activity tracking begins immediately

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Tips for Effective Leads