2. Add a contact & checklist
Once you’re signed in, put a person in the system and attach a checklist so follow-up doesn’t live in your head. New accounts already include default checklists — use those as-is, or tweak them later if you want.
Go to Contacts → create new
Open Contacts → View All Contacts and click Create New Contact.
Save the person, then assign a checklist
On the contact, assign a checklist. Your account already has default checklists (Buyer, Seller, Lead, and more), so you don’t have to build one from scratch unless you want to. Tasks show on your dashboard as they’re due.
Stuck? Email lead2deed@gmail.com — we reply by email.