What can I do with a lead?

Once a lead was created automatically or manually you will want to open the Leads menu from the Marketing tab located on the left-side menu:

Displayed leads can be sorted by three statuses: "New", "Working", "Closed". By default, system shows leads in "All" statuses:

The lead card shows you basic info about the prospective tenant's/owner's name, and status regarding this exact lead:

Click the "View profile" button on the lead card to proceed:

The following page shows you a timeline based on the lead, sorted by All, Notes, Tasks and Activity:

By clicking on the three-dots icon next to the prospective tenant card you are welcome to perform the following actions in regarding this certain lead:

  • Edit
  • Change its status to New, Working, Closed
  • Delete

While editing the lead you can customize the prospective tenant 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.

You can add an activity to a particular lead.

The following options are:

1. To add a note to the lead;

You can create a note as well as upload up to 5 files to it.

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. 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 to set access permissions for each admin?

3. To log a call you had with your prospective tenant/owner;

You can select date/time, type some information and select a call result: busy line, left voicemail, no answer, connected, other. 

4. To log a meeting you had with your prospective tenant/owner;

You can select date/time and type some information regarding this meeting.

 Happy landlording:)



Last updated:

May 11, 2021