Use this page to submit all manually sourced leads (walk-ins, calls, open houses, referrals). This keeps our CRM clean, deduplicated, and fully trackable across the team.
Fill out every field you can. This form writes directly into the Blue Palm Real Estate CRM and timestamps your user as the creator.
Open house visitor:
Name: Jordan Smith · Source: Open House · Notes: “Looking to buy in the next 3–6 months, prefers 3BR in Elmwood. Wants email updates.”
Phone inquiry:
Name: Unknown Last Name · Phone: +1XXXXXXXXXX · Source: Phone Call · Notes: “Asked about 123 Main St, wants to see it this weekend. Call back tomorrow 10–12.”
Agent referral:
Name: Maria Lopez · Email: [email protected] · Source: Agent Referral · Notes: “Referred by Alex. Selling condo before buying single-family; wants to list in ~60 days.”
What if I realize a duplicate after submitting?
Tag @Abbas with both lead names and we’ll merge and fix ownership.
Can I edit a lead after it’s created?
Yes. Update it directly in the CRM. Use notes to log what changed and why.
Who can see the leads?
Leads follow our standard visibility rules: assigned agent, team leads, and operations have access.
Every manual lead flows through this page so Blue Palm Real Estate can track performance by source, agent, and channel. Thank you for protecting the quality of our data.
Questions or suggestions? Share them in the operations channel so we can keep improving this flow for the whole team.