Create a new deal for a new or returning client in under a minute, without duplicate records.
Who this is for: Brokers
Golden rule: search first, and only create a contact if the client isn't already in Effi.
Steps
Go to Leads and click Add Lead.
Search for the client by name, email or phone number. Results include both contacts (one person) and accounts (a group, such as a couple).
Select an account to add all of its people to the deal at once.
Select a contact for a single-applicant deal.
If the client isn't found, click Create Contact or Create Account. As you type, Effi shows possible matches. Pick a match rather than creating a duplicate.
Assign a broker.
Complete the optional fields if you need them: enquiry details, referral source and referring person. Your business may make referral fields required.
Click Add. The deal is created in the selected workflow and stage.
Good to know
Anyone who has been an applicant on a lead is already a contact, so returning clients only need a search.
Create an account when the same group of people will have more than one deal. All their deals then sit together.
Need a hand?
Email [email protected] and our team will get back to you.