Leads overview
Capture, organize, assign, and follow up on leads from website enquiries and other sources.
Core flow
Leads are the working records for people interested in your agency, properties, or ownership conversations. Enquiries from the website create leads you can assign, follow up, message, and automate.
Three ways to work leads
- Today — work queue for follow-ups due, new leads, unassigned, and waiting items
- Table — filterable list with bulk status and assignment
- Pipeline — kanban by status; moving a card updates status and may start automations
Lead statuses
- New
- Contacted
- Interested
- Inspection scheduled
- Negotiating
- Closed
- Lost
Common sources and enquiry types
- Sources: Website enquiry, WhatsApp, Phone call, Referral, Walk-in, Social media, Other
- Enquiry types: Property enquiry, Contact, Owner enquiry