Did you know that you can start a New Lead or Reservation within AgentMate from the Client List screen?
We’ve found this to be a very popular feature that Agents use as soon as they learn about it. After you have initially searched for your client(s) on the Client List screen you can select the green check-mark the left of their name to add that client to a queue (you can search for more clients to add after you’ve started your queue). After clients are added to the queue you can select Start Lead to create a new lead in AgentMate or you can choose Start Res. to create a reservation within AgentMate.
