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Maximize Your Efficiency with the Manage Leads Page

Streamline your lead management to boost productivity and improve communication.

 

Why This Feature Matters

Managing leads effectively is critical for real estate success. Without a streamlined process, leads can get lost in the shuffle, follow-ups might be missed, and opportunities could slip away. The Manage Leads page equips users with essential tools to keep track of leads effortlessly, enabling quick actions and ensuring nothing falls through the cracks.

Real-world Examples:

  • Immediate Response: A busy agent receives an inquiry. By using the "Manage Leads" page, they quickly access lead details, allowing for a prompt response and enhancing the chance of conversion.
  • Customized Follow-ups: Leveraging tagging and lead classifications, agents can personalize their communication, increasing engagement and likelihood of sales.

Step-by-Step Instructions

1. Access the Manage Leads Page

  • Go to Leads > Leads Dashboard

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

    • This page will display status, lead information, phone/email status, visits, registered activity, listings viewed, alerts, actions, & tasks/activities.
2. Lead Information Column

  • Click the lead’s name to view full details in a new window

  • Click the plus button next to the lead's name to:
    • Add lead tag
    • Add Note
    • Send Email

    • Log Call

    • Add task

    • Add an on-site message

    • Permanently Delete Lead

3. Phone & Email Status Column

  • The phone status column displays:

    • Total calls logged

    • Last call date

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

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

  • The email status column displays:

    • Number of manual emails sent

    • Last email date

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

4. Visits, Registered, Listings Column
  • The Visits column displays how many times a lead visited your site and when each visit occurred.
  • The Registered column displays where and when the lead registered on your site.
  • The Listings column displays how many property listings the lead has viewed, which ones matched their criteria, and whether they saved any properties.
5. 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

6. 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

7. 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

8. Drip Campaign Column
  • Displays if there are any active campaigns

Best Practices

  • Update phone and email statuses after each interaction to maintain accurate records.
  • Use tags and lead types to segment leads for targeted follow-up actions to enhance engagement.
  • Check the Task column daily to stay on top of your pipeline and ensure no tasks are overlooked.
  • Monitor the Agent Action column to track activity and manage follow-up cadence effectively.


Troubleshooting Common Issues

  • Issue: Inaccurate lead location
    • Solution: Locations are based on IP and may not always be precise. Use for general reference only.
  • Issue: Email status says “Bounced”
    • Solution: 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.