Work a new lead from start to finishNew
Follow one lead through Jtek, from first message to closing day.
1A lead comes in#
- They fill out your form or DM you. A contact is created and your workflow texts them right away.
2You start the conversation#
- Reply in Conversations. Ask about timeline and price range.
- Tag them buyer or seller and fill in a custom field or two.
3It becomes a deal#
- Click + Add opportunity in Opportunities and pick the right stage.
- Send your booking link so they can grab a time.
4You close it#
- Drag the card through your stages as things happen.
- On closing day, set the status to Won and ask for a review.
Still stuck?Ask Jtek AI. It knows your account and answers in seconds.
Checked against the Jtek app in October 2026.