Once the menu is open click on the Workflows tab.
Lead Type: This will most likely be a Referral
Lead Source: This is most likely be a Customer Referral
Home Owner: Their name, this will prompt you to make a new contact. Do this.
Email: Add the customers email
Phone: IMPORTANT – add each type of phone (work, cell, home) and make sure the phone number is the same for all 3. This is required for paperwork at a later date. THIS MUST BE DONE.
Once this is filled out click the save button in the top right.
The Forms button is on your bottom option bar.
This form should be pre filled out. The home owner will not have it yet.
In the top left is a button that looks like a form. Click this button
This will not be in the text of the email. It should appear as an attachment or form with the email. If they can not find the email have them check the spam folder.
There should be yellow text boxes at the bottom of the form for them to sign or click and E-Verify
Once submitted check boxes show up. Text to verify is generally quicker, use this instead of email. They will get a 4 digit code to verify. Once verified the process is complete.