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 Clients → Qualified Leads → Submitted 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 Clients → CRM 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.