When does a lead’s status change to “In Progress?”

The "In Progress" status is an important one. When a lead is set to “In Progress” a welcome email will be sent out on the agent's behalf. The In progress status can be set in a few ways:

  1. Manually by the agent in the lead dashboard or lead detail

  2. If an agent is sent a lead accept or pass email and they click on accept, the status will automatically be changed to In Progress


What is a Partial Lead?

Partial leads only come from seller squeeze pages. Leads are partial if they provide a physical address but nothing else.



Which leads appear in the “Show All” tab?

All leads that come into the system will be under the “Show all” tab, this includes hidden leads, pinned leads, on fire, etc..



Which leads appear in the “Lead Inbox” tab?

Leads that are not “hidden” will be under the “Lead inbox” tab.



Which leads appear in the “New Leads” tab?

Leads that have the status of "New" will appear in the "New Leads" tab.



Which leads appear in the “Awaiting Response” tab?

Awaiting response tab has all the leads that have responded to an email by you and are waiting for you to respond back to them.  Example: You sent them a listing in an email and they replied back to set up a showing, you will see this lead now place under the “Awaiting Response” tab. Please note that this will only work if your email is integrated with the system. 



How do I remove leads from the “Awaiting Response” tab?

If you would like to remove the leads from “Awaiting Response”, you can click the name of the lead and this takes you to the lead details page. From here you will review the timeline and any emails that say “Unread”, click the email tab. 



Which leads appear in the “On Fire” tab?

Our “On Fire” tab will include leads that meet these 3 criteria “Active last 72 hours”, “Good email” and “Good phone number.”



Which leads appear in the “Pinned Leads” tab?

Pinned leads can be another way of sorting out your dashboard and working with the just the top priorities. These leads become manually pinned you by clicking the Capture.PNG on the lead dashboard.



How do I add a lead manually?

You will be able to manually add this lead by going to your lead dashboard and on left top side click this “Leads”  icon.  Next click the option to “Add Lead”. Once in this area you will be able manually add your lead and all of their information. 

*Note: You must input an email address in order for a lead to get added manually


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How do I hide a lead?

Hiding a lead can be essential for weeding out the unknowns and wrong numbers. We all know that misinformation makes it nearly impossible to get in touch with the lead.  To the left of the lead's name will be a green eye Capture.PNG . If that is clicked, the lead will now be removed from the "Lead Inbox" tab and displayed under “Show all” tab.


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I accidentally hid a lead. Where can I find it?

To recover a hidden lead go to your lead dashboard, click Show All along the top toolbar.  This is where your hidden leads will appear.  To make a lead visible again, simply click the dimmed out eye Capture.PNG  and the lead will return back to the lead inbox area of the dashboard.



How does the “Save this Dashboard View” work?

Save dashboard view is a great sorting tool, allowing you to choose how to organize your leads, by creating a custom header tab.

  1. Filter leads by any criteria of your choosing

  2. Click the "save this dashboard view" button

  3. Name your tab

  4. Click the "save" button


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How do I export my leads?

Currently, only brokers are allowed to export leads from the TORCHx system. If you are broker and would like to export your leads you have the option to do so from your lead dashboard. There is an “export leads” button at the top, located next to the “Send Mass Text” and “Send Mass Email” buttons, that is used for this function.



What are touches?

Touches are any activities that you conduct yourself in regards to communicating with your lead. Touches consist of logging a call, sending an email or sending a text message.  System generated emails, drip campaign emails or text messages are not considered touches.



How can I manually assign leads to drip campaigns?

You can manually assign drip campaigns in two places within the TORCHx platform.  If you start on the lead dashboard, there is section for lead labeled “Email Stats.” In that box is a droplet Capture.PNG.  Clicking this will allow you to add an existing drip campaign to this lead.  


The next area you are able to add a drip campaign is within the lead details page.  If you click the leads name, you will be taken to the detail page. On this page in the right corner is a box labeled “Drip Campaigns.”  If you click assign to a drip campaign, a drop down appears and you can select an existing campaign to run for this lead.


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How do I add a tag?

Tags can be a great resource for sorting your leads and making the system even more user friendly.  To add a tag:


1. Go to your Lead Dashboard

2. Locate the row under the lead’s name that says  “Add Tags”

3. Once you add the name of tag you want, refresh the page

4. This lead is now tagged with your desired category


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When a lead registers, is there any initial contact from the system on my behalf?

  1. Upon registration the welcome email (including login and password for the site) is sent

  2. Upon registration an SMS/Text intro message from the agent is sent

  3. 24 hrs after registration (the next morning) the system will add a saved search alert based on the leads search behavior if possible (i.e. if their searches we not too small, or too large)




What does the In Communication button do for a lead?

If a lead is not marked as "in communication" but looks at an email you send, we can send you a notification to let you know the lead is warming up.  


How does a lead move to In Communication?

If you log a successful call or receive an email or text reply, the lead will move to "in communication".



What does the small circle above the In Communication button in the leads dashboard mean?
If it is green, that means that they are on the site right now.



How does a lead move to the “Awaiting Response” Tab in the lead dashboard?
If you've connected your email account and we detect that an email was sent to you from a prospect but you haven't responded, we'll move the lead in to this bucket.  This allows you to quickly identify the most important leads to contact.   



How do I make calls through the dashboard?
Dialing functionality is device-based.  If you have a default dialer connected to your computer, you will be able to make calls simply by clicking in the portal.



How long will "reminders" show on a lead's record?

The log of reminders for an individual lead will always be visible under the Show All tab when you click the reminders clock.  



What will show up under the "Notifications" dropdown at the top of my dashboard?

The Notifications section is used to show any open reminders you still have.  This ensures you're completing all your reminders as quickly as possible.