Creating lead sheets for accurate data collection while on the phone

Creating lead sheets for accurate data collection while on the phone

Creating and Managing Lead Sheets in Mojo

Creating a New Lead Sheet

  • Access lead sheet settings by logging into Mojo and clicking the Menu icon in the bottom-left corner
  • Navigate to Settings from the main menu
  • Select Lead Sheets from the options on the top left
  • Click "Add New Lead Sheet" to begin creating a new form

Customizing Your Lead Sheet

  • Add relevant fields to capture important information:
    • Contact details (name, phone, email)
    • Qualification data (motivation level, timeline)
    • Property information (address, value, condition)
  • Choose from various field types:
    • Text boxes for open-ended responses
    • Dropdown menus for predefined options
    • Radio buttons for single-choice selections
    • Checkboxes for multiple-choice selections
  • Name your lead sheet with a descriptive internal title
  • Click Save to store your completed lead sheet template

Managing Existing Lead Sheets

  • View all lead sheets from the Lead Sheets settings page
  • Edit a lead sheet by clicking the 3 dots icon next to its name
  • Delete a lead sheet by clicking the trash icon

Custom lead sheets help standardize your data collection process and ensure you gather consistent information during prospect interactions.

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