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Open Applicants and click Add Applicant to create an applicant in your CRM.
  1. Enter their first and last name, a valid email address, phone number, date of birth, and home address.
  2. Optionally enter Annual Personal Income as a dollar amount before taxes. Leave it blank if unknown; enter 0 only if their income is zero.
  3. If applicable, enter a Company Name to show the optional business fields:
    • Company Average Monthly Revenue: choose $0-$9,999, $10,000 - $19,999, $20,000 - $49,999, $50,000 - $100,000, or $100,000+.
    • Time in Business: choose 0 - 6 months, 6 months - 2 years, or 2 years +.
  4. Choose a Pipeline Stage, then click Add Applicant.
The revenue ranges and time-in-business choices match the application form. Income, company name, revenue, and time in business are optional when adding an applicant manually.
If the CRM identifies an existing contact as a duplicate, the new application is linked to that contact. The existing contact’s details are preserved.
See Managing Client Applications for filtering and tracking applicants.