Entrata helps you track any lead activity that might not get recorded automatically in the system, including returned calls, emails, and tours. Any activity or lead contact you manually add is recorded in the Activity Log tab of the Lead Profile.
 

Adding Lead Contact Details

1. In Entrata, go to Leads >> All Leads.
    

2. Click on the desired lead's name to open the Lead Profile.
    

3. In the Add Activity section, click the note icon and select the type of activity you'd like to add.
    

4. In the window that appears, fill in all fields, and then click Submit.

   • All lead activity and notes are recorded in the Activity Log tab of the Lead Profile. 

   • You can also add activity by going to the Activity Log tab in the Lead Profile and clicking the Circle Plus-green.pngAdd Activity drop-down in the top-left corner of the window.
      

Video: Adding a Lead Contact

Watch this brief video to learn adding lead contact from both the Dashboard and the Lead Profile.

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