Adding Applications to Your Leads

Adding a lead

When you find a planning application you want to pursue, click "Add to Leads" on the application detail page. PlanningIndex will create a new lead in your CRM pipeline, automatically populated with the property address, planning reference, and application details.

You do not need to manually enter any information — the lead is created from the application data, saving you time and ensuring accuracy.

What happens when you add a lead

The new lead appears in your CRM pipeline at the "New" stage. It includes the property address, planning reference, application description, and a link back to the original application. You can then add contact information, notes, and follow-up dates.

Adding contact information

After adding a lead, you can add contact information — the applicant name, phone number, and email. This information may be available on the planning application itself, or you may need to research it separately. Add it to the lead so you have everything in one place when you are ready to reach out.