If you have integrated a Lead Generation source that uploads leads you may have already made contact with, you have the option of converting the lead to a CRM Client. Clients in the CRM Client tab are not contacted by our Concierge Team.


Open the radius mobile app. Click on ClientsQualified LeadsSubmitted to open the following screen:


Next, click on the client you wish to convert to a CRM client. Click on the 3 dots in the top right corner and select "Convert this to client".




The client should appear under ClientsCRM Clients now.



If you'd like to move the client back to be re-engaged by the Radius Concierge team. Select the client under CRM Clients. Then select the 3 dots at the top right and click "Qualify This". Select "Refer Out" if you no longer want to deal with that client because of budget, area of service, or a language barrier. The Radius concierge team will make sure we get the client connected to excellent agents and you receive 25% at closing.