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:
- Change its status to New, Working, Closed
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:
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.
May 11, 2021