Using Buyer Lead Workflow, Smart Filters, and E-Alerts Together

This article explains how Buyer Lead Workflow, Lead Accelerator Smart Filters, E-Alerts, and the Agent Leaderboard work together to build a consistent buyer engagement system. Used together, they cover automation, prioritization, passive re-engagement, and performance visibility in a single daily routine.

If you're new to Buyer Lead Workflow, start with Buyer Lead Workflow: Getting Started and Managing Your Leads before using this article.

Table of Contents

1. Buyer Lead Workflow: Automate Lead Nurture
2. Lead Accelerator Smart Filters: Focus on the Right Leads
3. E-Alerts & Market Updates: Keep Buyers Engaged
4. Agent Leaderboard: Track Performance and Build Accountability
5. Daily Workflow in Action
6. Troubleshooting Common Issues
7. FAQs

Why This Matters

Real estate teams thrive when follow-up is fast, engagement is intentional, and accountability is visible. By using Buyer Lead Workflow, Smart Filters, E-Alerts, and the Agent Leaderboard together, your team can:

• Capture and nurture buyer leads without delay
• Identify and focus on the hottest opportunities
• Build a culture of follow-through and accountability
• Keep buyers returning to your site, even if they go quiet

Buyer Lead Workflow: Automate Lead Nurture

What It Does

Buyer Lead Workflow automates outreach through emails, texts, tasks, and fully automated action plans (FAAPs). Leads hear from your team right when they’re most engaged, without manual effort.

How Leads Enter the Workflow

• A lead registers on your site or is manually added to the CRM
• The lead is tagged with Buyer and [New] Buyer Lead Workflow to trigger automation
• Sierra enrolls the lead in a FAAP based on lead type (general registration, investor, relocation, etc.)
• Automated tasks and messages begin running on the FAAP schedule

Removing a Lead from the Workflow

To stop all automated actions for a specific lead, apply the Remove from [New] Buyer Lead Workflow tag to their record. 

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Lead Accelerator Smart Filters: Focus on the Right Leads

What It Does

Smart Filters surface the leads most worth your attention by organizing your pipeline based on activity, behavior, and engagement signals. Instead of scrolling through your full lead list, you start each session already focused on the right people.

How to Use Smart Filters

Navigate to Leads → Leads Dashboard → Advanced Search and select from the criteria options in the left panel. 

• Find uncontacted or recently active leads
• Identify leads who opened emails but didn’t reply
• Filter by favorites or multiple listing views

Best Practices

• Standardize filters for team-wide use
• Save and share filters for repeatable workflows
• Start each day with “Hot Buyer” or “No Contact” filters

💡 Smart Filters integrate seamlessly with Buyer Lead Workflow and E-Alerts to prevent lead leakage.

E-Alerts & Market Updates: Keep Buyers Engaged

What They Do

E-Alerts send automatic listing update emails when new properties match a buyer's saved search criteria. They keep buyers returning to your site between direct outreach touchpoints and re-engage leads who have gone quiet without requiring any manual follow-up. 

How to Use Them

1. Set up saved searches for each buyer
2. Enable E-Alerts for automatic emails

Best Practices

• Put all buyer leads on E-Alerts to keep inviting leads back to your website and increase organic traffic.
• Decrease frequency for leads who are just browsing.
• Combine with Smart Filters to surface warmed-up leads

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Agent Leaderboard: Track Performance and Build Accountability

What It Does

The Agent Leaderboard tracks individual and team activity — calls made, texts sent, emails delivered, response times — and makes that data visible to both agents and managers. It connects daily habits to measurable outcomes and creates a foundation for coaching conversations.

How to Use It

• Track calls, texts, and emails delivered
• Measure lead response time and follow-up consistency
• Recognize top performers and identify coaching opportunities

Best Practices

• Celebrate wins in team huddles
• Use data to reinforce response-time expectations
• Pair Leaderboard metrics with coaching for maximum impact

Daily Workflow in Action

These four tools are designed to work as a system. Here's how a consistent daily routine looks when they're all in use:

Morning — Work Your Buyer Lead Workflow Tasks Start by completing the automated tasks your FAAPs have queued: scheduled texts, call tasks, and email follow-ups. These are time-sensitive — completing them keeps leads progressing through the workflow on schedule.

Midday — Check Smart Filters and Manage E-Alerts Open your saved Smart Filters. Start with "Hot Buyer – No Contact in 3 Days" to prioritize your outbound calls. While you're in lead records, confirm that active buyers have a saved search and E-Alerts enabled. Adjust criteria or frequency for any buyer whose situation has changed.

End of Day — Review the Agent Leaderboard Check your own activity metrics and, if you're a manager, review team-wide performance. Use what you see to plan tomorrow: who needs a coaching conversation, who's hitting their targets, and what's not getting done.

This rhythm keeps every lead connected to an active touchpoint, surfaces warm leads before they go cold, and ties daily activity to visible outcomes.

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Troubleshooting Common Issues

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FAQs

• Can this workflow be used for seller leads?
  Buyer Lead Workflow is designed for buyers. Use Market Updates or your own custom campaigns for sellers.

• Will automation replace personal outreach?
  No. Automation ensures leads aren’t lost, but personal follow-up drives conversions.

• How often should Smart Filters be updated?
  Review monthly; keep core filters consistent while adapting to market activity.

• Can E-Alerts and Market Updates continue if a lead stops opening emails?
  Yes. They keep your brand visible until you pause or adjust settings.

• Do agents see their own metrics on the Leaderboard?
  Yes. Each agent can track their performance, while leaders see the full team view.

• Are E-Alerts and Market Updates only for buyers?
  E-Alerts are designed for active buyers. Market Updates can be used for sellers tracking home values or buyers watching neighborhoods they want to move into.

• Can I customize these automations?
  While this workflow comes pre-built, you can still run your own custom action plans alongside it.

• What if I need to stop the workflow for a lead?
  Tag them with Remove from [New] Buyer Lead Workflow to stop all automated actions.

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