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Lead Management Overview in Sierra CRM

Easily manage, update, and take action on leads directly from the Manage Leads page.

 

Why This Feature Matters

 

 

The Manage Leads page gives users the tools to:

 

  • Quickly view lead details at a glance

  • Take immediate actions without leaving the page

  • Prioritize follow-up tasks and communications

  • Stay productive from desktop or mobile devices

 

 

 

Step-by-Step Instructions

 

 

 

1. Access the Manage Leads Page

 

 

  • Go to Leads > Manage Leads

  • This page is mobile-responsive and works on desktop, laptop, tablet, and smartphone

 

 

 

 

2. Lead Name Column

 

 

  • Click the lead’s name to view full details

  • View the lead’s phone number, location (via IP), and quick actions

  • Click the plus button to:

     

    • Send an email

    • Log a call

    • Add a note

    • Create a task

    • Send an on-site or BombBomb message

     

 

 

 

 

3. Type Column

 

 

  • Click the type icon to set the lead as:

     

    • Buyer

    • Seller

    • Both

     

  • This helps classify and target your follow-up actions

 

 

 

 

4. Phone Status Column

 

 

  • Shows:

     

    • Total calls logged

    • Last call date

    • Phone number status (Unknown, Valid, Wrong, etc.)

     

  • Click the phone icon to update status manually after a call

 

 

 

 

5. Email Status Column

 

 

  • Displays:

     

    • Number of manual emails sent

    • Last email date

    • Email status (Unknown, Bounced, Spam reported, etc.)

     

  • Status updates automatically based on email behavior

 

 

 

 

6. E-Alerts Column

 

 

  • Displays the number of active email alerts for listings

  • Only includes alerts that are currently sending emails

  • Leads may have more saved searches that aren’t actively sending

 

 

 

 

7. Agent Action Column

 

 

  • Shows the most recent action associated with the lead

     

    • e.g., email sent, note added, call logged

     

  • Includes date and agent name for the recorded action

 

 

 

 

8. Task Column

 

 

  • Displays the next task due for the lead

     

    • Red = Overdue

    • Orange = Due today

    • Green = Upcoming

     

  • Click a task to edit or mark complete

 

 

 

 

9. Accessing the Account Menu

 

 

  • Click the gear icon next to the Logout button in the header

  • Access global account tools and settings from here

 

 

 

 

Best Practices

 

 

  • Update phone and email statuses after each interaction

  • Use tags and lead types to segment leads for targeted follow-up

  • Check the Task column daily to stay on top of your pipeline

  • Use the Agent Action column to monitor activity and follow-up cadence

 

 

 

Troubleshooting Common Issues

 

 

Issue: Inaccurate lead location

Fix: Locations are based on IP and may not always be precise. Use for general reference only.

 

Issue: Email status says “Bounced”

Fix: This is automatically flagged when our welcome email bounces. Confirm address with the lead and update if needed.

 

 

FAQs

 

 

Can I edit the lead directly from this page?

Yes, many actions (emails, calls, notes, tasks) can be taken right from the Manage Leads page.

 

What does a red task mean?

It indicates the task is overdue and needs urgent attention.

 

Can I see what another team member last did with a lead?

Yes, the Agent Action column includes the name of the person who performed the last activity.