Leads
Lead characteristics
2 articles
Create a lead manually
Capture a new residential lead for prospects you sourced outside of Reonic's lead-broker integrations: referrals, walk-ins, your own outreach, or a site visit at a customer's home.
Bulk-import leads from an Excel spreadsheet
Bring in many leads at once from a spreadsheet or another CRM, instead of keying each one in by hand.
Overview of lead characteristics
Understand what a lead in Reonic actually is: its data, its lifecycle, who works it, and what happens when it closes.
Use ready-made lead-broker integrations
Connect Reonic to inbound lead brokers (Wattfox, Aroundhome, DAA, Einfach zum Angebot (Eza), Interlead, Bitrix) so the leads they sell you land automatically as Requests in your kanban.