Lead creation in XactRestore Pro

Adi James Updated by Adi James

Users with XactRestore Pro have a new way to create projects from a new lead intake form. When leads are captured through this process, a project is created as well as a customer account and contact.


Tip Icon The lead creation tool is part of the XactRestore Pro and XactRestore Pro subscriptions. To upgrade, please speak with our Sales Department by calling 833-352-9228.


  1. From XactRestore Pro, select New Project.
  2. Select Capture Lead.
    Note: Projects can still be added quickly by selecting Quick Create instead.
    XRNewProjectMenu
  3. Fill in the Contact Information.
    XRLeadContact
  4. Fill in the Job scope.
  5. Select Submit Intake Form. The form closes, a contact is created, and a new project is created.
    Note: The project name consists of the last name and project. For example, if the customer's name is John Smith, the project will be called Smith Project. If there are multiple customers with the same last name, or multiple projects for the same customer, it's recommended that projects be renamed to make them easier to distinguish.
    XRLeadScope

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