How to Review Your Leads
- In the sidebar, select Leads.
- Read the summary cards at the top: New leads, Working, Touring, Applied and Converted. The Converted card also shows your conversion rate.
- Select a stage in the pipeline bar, or a tab (All, New, Contacted, Qualified, Touring, Applied, Converted, Lost), to filter the list. Each tab shows its count.
- To narrow the list further, choose a source from All sources, or enter a name, email or address in Search leads….
- Select a lead’s row to open the lead. The page shows:
- Activity: the timeline of calls, messages and notes.
- Interest: the property, city, budget, bedrooms and desired move-in date.
- Contact: email, phone, who handles the lead, and whether the lead has an account.
- Details: status, source, score, unread count and last activity.
- To return to the list, select Leads at the top left of the page.
What to expect
You see every lead with its status, source, score and last activity date. Colored badges mark each stage. Leads you have not contacted yet count under New leads.
Need help?
| Symptom | Cause | Fix |
|---|---|---|
| The page says No leads yet | No prospect has contacted you and you have not added one | Select Add lead to record a walk-in, phone inquiry or referral |
| The page says No leads match | A tab, source or search filters out every lead | Select the All tab, choose All sources, and clear the search box |
| A lead you expect is missing | The lead is under another stage tab | Select the All tab |