Leads

12 articles

• Add a lead

  Record someone who reached you in person or by phone, so you follow up with them like everyone else.

  • Admin
  • Agent
• Claim, release or assign a lead

  Make it clear who follows up on each lead. Agents claim and release; the Admin assigns.

  • Admin
  • Agent
• Export your leads

  Download all your leads as a CSV file you can open in Excel or Google Sheets.

  • Admin
• 📘 Lead score and browsing history

  What AI tells you about each lead, and what they looked at on your site before they got in touch.

  • Admin
  • Agent
• Log activities and reminders

  Log calls and notes, schedule visits and tasks, and get an email before they're due.

  • Admin
  • Agent
• Move a lead through the pipeline

  Change a lead's stage from their record, or by dragging it on the board.

  • Admin
  • Agent
• ⚠ A lead shows as a possible duplicate

  Why you see "Possible duplicate of" on a record, and how to sort it out.

  • Admin
  • Agent
• Send a satisfaction survey

  Ask a lead how well they were looked after, and read their answers on their record.

  • Admin
  • Agent
• Send an owner report

  Show a property owner how their property is doing, with a link they get by email.

  • Admin
  • Agent
• Send matching properties

  Save what a lead is looking for and send them the properties that fit, by WhatsApp or email.

  • Admin
  • Agent
• 📘 Where your leads come from

  A lead's sources, what each one means and who owns the lead when it arrives.

  • Admin
  • Agent
• Work your leads

  Claim a lead, message them on WhatsApp and move them through the pipeline until you close.

  • Admin
  • Agent