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This is the written version of a short video covering the two kinds of records you’ll create most often when you’re new to Leaf360: leads and referral partners. Prefer to watch it instead? Here’s the video:
For the full reference on each list, see Sales Pipeline and Contacts. This page just follows the video.

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Adding a lead

Click New Lead in the top right. First Name is the only required field, but it’s worth opening the add more info dropdown — it offers contact details, lead source, loan officer, business contact, lead status, loan type and program, purchase price, and more.
There’s no Add Lead button on the Sales Pipeline list toolbar — new leads are created from the Kanban view or from this New Lead button. See Sales Pipeline for the full field list.

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Adding a referral partner

You can also create a business contact right from a lead’s Source field — if you pick a referral category and the partner isn’t on file yet, Create business contact opens the contact form without losing your place. To create one directly, click Add Contact to open Add New Contact. First Name, Last Name, and Contact Type are required (Loan Officer is required when the form asks for it), along with the initial stage they get dropped into. Everything else, including collaborators, contact details, company, and production numbers, is optional.