BA Business Development Engine
BDM Leads (Temp)
Sales Pipeline
Outbound Marketing
Tasks
Agent Management
▾
Referral tracking
Agent Route Planner
Admin
▾
Email Templates
Mailer Templates
Data
▾
Owners
Agents & Brokerages
▾
Agents
Brokerages
Transactions
▾
Lease Transactions
Rental Listings
Investor Purchases
Data cleanup
Networking
▾
Clubs
Events
My deals only
Phone Check-In
BDM Leads (Temporary)
Add Leads
Add Lead
Upload Leads
Lead list
Search
Status
All
New
Working
Pushed to HubSpot
Archived
Apply
Clear
Name
Company
Phone
Email
Status
Created
HubSpot
No leads yet.
Push to HubSpot
Create or update the contact in HubSpot and create a deal in the selected pipeline stage.
Deal stage
New Sales Deal
Attempting to Contact
Nurturing
Appointment Scheduled
Working Deal
Drafting PMA
PMA Sent for Signature
PMA Signed - Onboarding
Complete / Won
Drip
Lost
Cancel
Push to HubSpot
Add a lead
Paste rows (bulk import)
Preview
Import
Clear
Preview (first 25)
Name
Company
Phone
Email
Note
Or add a single lead manually below.
Full name
Company
Phone
Email
Source (optional)
Property address (optional)
Initial note (optional)
Add Lead
Upload leads
Drag & drop a
.csv
or
.xlsx
. Common columns: Name, First Name, Last Name, Company, Phone, Email, Notes, Source.
Drop file here
or choose a file below
Upload
