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How to Add a Test Lead Account to Test Features & View Properties

Create a test lead to preview listings, test e-alerts, and experience your site like a real lead.

Why This Feature Matters

Test leads help you simulate the real client experience and validate your setup:

 

  • Preview registration workflows and lead capture triggers.

  • Confirm e-alerts, drip campaigns, and action plans are working properly.

  • Troubleshoot or demonstrate functionality without affecting real lead data.

 

 

Step-by-Step Instructions

 

  1. Create a Test Lead

     

    • Option 1: Register via your frontend website like a real user.

    • Option 2: In the Sierra Admin, go to Leads > Add Lead and enter test details.

     

  2. Choose an Appropriate Email

     

    • Use an email address not tied to any user in your Sierra account (admin, manager, or agent).

    • This prevents login or access conflicts between test and admin accounts.

     

  3. Set Up Test Features

     

    • Log in as your test lead on the frontend.

    • Set up:

       

      • E-alerts

      • Market Updates

      • Drip Campaigns

      • Action Plans

       

    • This allows you to validate emails, notifications, and property alerts.

     

  4. Understand Website Behavior After Deleting a Test Lead

     

    • If you delete a test lead while logged in as that lead:

       

      • It may appear that your site is down or malfunctioning.

      • Solution: Clear your browser cache, or use a different browser or incognito mode.

       

     

 

 

Best Practices

 

  • Create one test lead per use case (e.g., one for alerts, one for action plans).

  • Use clear naming conventions like “Chris Test Lead” or “Demo Agent View.”

  • Periodically delete and recreate test leads to ensure a clean testing environment.

 

 

Troubleshooting Common Issues

 

  • Site not loading after deleting a test lead? — Clear your browser cache or use another browser.

  • Test lead not receiving alerts? — Double-check email setup, filters, and that alerts are active.

 

 

FAQs

 

Can I use my own email address as a test lead?

Yes, but it must not be tied to your admin or agent user profile in Sierra.

 

What features can I test using a lead account?

You can test registration gates, saved searches, e-alerts, action plans, drip campaigns, and site behavior from a lead’s perspective.

 

Can I log in as a test lead on mobile and desktop?

Yes, this is recommended to check mobile responsiveness and user experience.