Return to My Leads Home Page

How to Create a New Lead

1. From My Leads page in Agent Gateway, click on "Add New Lead"
2. Minimum Required Information is:

• First Name and Last Name (that's the minimum)
• Click Submit
• You can Also add any of the following:
  • Address Info
  • Phone Numbers
  • Spouse Name
  • Date of Birth
  • E-mail
  • Product Interest
  • Current Product
  • Description (free form notes)