How to Add a Lead with Accounts and Contacts

Overview

With Contacts and Accounts now live, every new lead starts by choosing who the deal is for: an existing contact, an existing account, or a new one. This guide is for brokers and admins creating leads in Effi.

Golden rule: search first; create only if they don't exist.

Key terms

A contact is one person; an account is a group of people who apply together.

Selecting an account adds all of its contacts to the new deal in one step.

Creating a lead

1. Go to Leads and click Add Lead.
2. Search for the client by name, email or phone number. Results show both contacts and accounts.
   • Existing account: select the account to add all its contacts to the deal.
   • Existing contact: select the contact for a single-applicant deal.
3. If the client isn't found, click Create Contact (one person) or Create Account (a group).
   • As you enter details, Effi checks for matching contacts. If a match appears, select it instead of creating a duplicate.

1. Assign a broker to the lead.
2. Complete the optional fields if needed:
   • Enquiry details are optional.
   • Referral Source and Referring Person may be optional or required, depending on your enterprise's configuration.
3. Click Add. The deal is created in the selected workflow and stage.

FAQs

Do I need to create a contact for a returning client? No. Anyone who has been an applicant on a lead already exists as a contact. Search for them instead.

When should I create an account? When the same group of applicants, such as a couple, will have more than one deal. The account keeps all their deals in one place.

What if I create a duplicate contact? Effi shows matching contacts while you enter details. Select the existing match to avoid duplicates.