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Unlocking the Potential of Test Leads for Your Real Estate Business

Simulate Real Client Interactions to Optimize Your Setup

Why This Feature Matters

When setting up your Sierra CRM, ensuring everything operates correctly is crucial. Test leads allow you to simulate real scenarios, minimizing risks and errors. This helps you save time and maximize leads by confirming that your marketing strategies are aligned with client needs.

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

  • Preview registration workflows and lead capture triggers to ensure they function as intended.
  • Confirm that e-alerts, drip campaigns, and action plans are working properly.
  • Troubleshoot or demonstrate functionality without affecting your actual 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.