How to Review Leads and Inquiries
- Navigate to Leads from the PM dashboard sidebar.
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Review the summary statistics at the top of the page: total leads, new, contacted, touring, applied, converted, lost, disqualified, and conversion rate.
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Select a lead row to open the lead detail sheet.
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Open the Inquiries tab within the lead detail sheet to view inquiry messages from the lead.
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Select Mark read on an individual inquiry, or select Mark all read to mark all inquiries as read. The unread count updates immediately.
What to expect
Unread inquiries are marked as read and the unread count decrements. Lead status badges display with color codes (NEW = blue, CONTACTED = purple, CONVERTED = green, LOST = red).
Need help?
| Symptom | Cause | Fix |
|---|---|---|
| No leads appear | No inquiries have been submitted | Leads populate when guests submit inquiries via public listings |
| Inquiries tab is empty | Lead has not submitted an inquiry | The lead may have been created manually or via other channels |
| Stats do not update | Page may need a refresh | Refresh the Leads page |