What can I do with a lead?
Once a lead was created automatically or manually you will want to open the Leads sub-page from the Leasing page located on the left-side menu:
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The Leads page shows all contacts in grid view by default, but you may also switch to list view:
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The Search line located above allows searching by the lead's first/last name as well as by the email.
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Displayed leads can be sorted by three statuses: "New", "Working", and "Closed". By default, the system shows all statuses.
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The Listing filter allows you to search leads by a certain listing.
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The Category filter helps you to search by "Prospective tenants" and "Prospective landlords".
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The Source filter helps you to track leads by the source they came from:
- Sent a question
- Request a tour
- Rental application
- Premium leads
- Created manually
- Zillow
- Rentler
- Tenant profile
- Advanced syndication ILS
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The Type filter allows you to search the lead by status "Hot" or "Cold".
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Also, you can easily Save filters.
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Here you can also export the list of leads in CSV format:
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The lead card shows you basic info about the prospective tenant's/owner's name and status regarding this exact lead. From the three dots menu straight from the info card, you may edit, delete, or change the status to new/working/closed.
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Click the "View profile" button on the lead card to take a closer look:
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The following page contains a lead’s card with the basic information, a field to add activity records, and Tabs displaying the timeline sorted by All, Notes, Tasks, and Activity:
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Invite To Apply. Here, you may invite a lead to apply for any of your listed units. Click on ''Invite to apply'', select a listed unit, and send an invitation.
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Send a Message. There is also a great tool to communicate with a lead straight from the system. Clicking on the ‘'Send a message’' button, you will be redirected to the Leads chat in the messenger. Here you may easily communicate with a lead. Every message you send in this chat will be delivered as a text message to a lead’s phone. There is a limit of messages available to be sent depending on the subscription, to overcome the limit - just get connected with them!
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Please note! You can only send a message to leads with US phone numbers.
For more info, please check out: How do I communicate with my leads?
By clicking on the three-dot icon next to the prospective tenant card you are welcome to perform the following actions regarding this certain lead:
- Edit
- Change its status to New, Working, Closed
- Delete
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While editing the lead you can customize the prospective tenant's name, email, and contact phone number. In addition, it allows you to switch between "Hot" and "Cold" lead types:
Note: If a landlord adds or receives a new lead it is "Hot" by default. And the lead becomes "Cold" once it's in "Closed" status.
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You can add an activity to a particular lead.
The following options are:
1. To add a note to the lead; The note serves for your own records.
You can create a note as well as upload up to 5 files to it.
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2. To add a task to the lead;
You can create a task and assign it to yourself or to your sub-admin if he/she is added to your account. The task is automatically added to the Calendar as a reminder.
Give a view calendar permission to your sub-admin if you want them to see assigned tasks in the calendar.
For more information please go to:
How do I set access permissions for each admin?
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3. To log a call you had with your prospective tenant/owner;
You can select a date/time, type some information, and select a call result: busy line, left voicemail, no answer, connected, other.
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4. To log a meeting you had with your prospective tenant/owner;
You can select a date/time and type some information regarding this meeting.
Last updated:
June 6, 2024