> ## Documentation Index
> Fetch the complete documentation index at: https://realsite.ca/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Walkthrough: your first lead

> Create a page, check the visitor experience and follow up on an enquiry.

Try the whole journey before you share a campaign: make a focused page,
see it as a visitor, then handle the enquiry in your CRM. A social post,
email signature or QR code can bring people to the page; paid ads are optional.

<Steps>
  <Step title="Create a useful invitation">
    Open **Marketing → Lead generation**. Choose **Home valuation** and use
    a clear title, such as "What is your Wolseley home worth?" Then choose
    **Create landing page**. It opens as a draft in Design with an introduction
    and valuation form. For a download instead, choose **Free guide** and
    select an uploaded PDF.

    <Frame caption="Choose the page's purpose, then review its draft in Design.">
      <img src="https://mintcdn.com/real-site/-wVr0rq_0qcp9BQc/images/admin-landing-pages.png?fit=max&auto=format&n=-wVr0rq_0qcp9BQc&q=85&s=456da810502177c085a334dd0bac1d6f" alt="Landing pages with creation options and publication status." width="1440" height="1000" data-path="images/admin-landing-pages.png" />
    </Frame>
  </Step>

  <Step title="Review, publish and check visibility">
    Read the copy and inspect the form in **Preview**, including the phone
    layout. Choose **Publish page** when ready. If the list says **Saved for
    launch**, open **Review site visibility**, choose **Live** in Settings
    and save. Publishing an individual page does not take the whole site live.

    A verified domain connected directly to this page can make it available
    independently of the main site's visibility. See [Landing pages](/docs/help/landing-pages).
  </Step>

  <Step title="Try it as a visitor">
    Open the public page in a private browser window to check what visitors
    can actually see. Submit a clearly labelled test enquiry using an address
    you control. Leave the marketing-email choice unchecked unless you also
    want to test subscribing. Check the confirmation on the page and the
    notification sent to your configured lead recipients.

    A submission with no marketing opt-in should still reach your CRM. It
    should not put the contact on your mailing list.
  </Step>

  <Step title="Continue the conversation">
    Open **Leads & CRM → Leads** and find the test enquiry. Its activity shows
    the form and source page; a browsing trail appears when recorded. Review
    the request, add a note and choose a follow-up date. New enquiries and due
    follow-ups appear in **Home → Needs attention**.

    Use the contact's email or phone link to respond. Recording a note or
    setting a reminder does not send the prospect a message. Mark the test
    contact **closed** when finished so it stays out of the attention queue
    and due-reminder email.

    <Frame caption="Read the enquiry, record your next action and set a reminder.">
      <img src="https://mintcdn.com/real-site/s4exEG1TejF3mwoD/images/admin-lead-detail.png?fit=max&auto=format&n=s4exEG1TejF3mwoD&q=85&s=62162695e7bbe3270a45cd22d95cf034" alt="Contact details, follow-up controls and enquiry activity." width="1440" height="1000" data-path="images/admin-lead-detail.png" />
    </Frame>
  </Step>

  <Step title="Share and learn">
    Once the public experience works, use **Copy short link** from the
    landing page's action menu, or **Copy link** for a page on its own domain,
    and share it where your audience already is.
    The page's lead count and **Website → View analytics** show recorded activity
    and enquiry sources. Test submissions also count, so account for them
    when reviewing early results.

    These signals help you decide what to improve. A page view or link click
    is not a sale, and a small difference between pages is not proof that one
    performs better.
  </Step>
</Steps>

For search traffic, build useful [articles](/docs/help/blog) and
[area guides](/docs/help/areas) alongside your shared campaigns. Keep the promise
specific and make the next step easy to understand.


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