Looking to get the most out of the leads tab?  These are our top suggestions.


Lead Dashboard Page

  • Review your lead dashboard daily for activity.  Check out:
    • Property stats
    • Search stats
    • Last activity date
    • Proactive reminders

          (Learn about the areas of the lead dashboard here)

  • Ensure all new leads are added to a drip campaign.  Check the water droplet under Email Stats to see if a campaign is active.
  • Update a lead's status as soon as you speak with them.
  • Create new dashboard tabs to quickly filter through leads. (learn how)
  • Set reminders to follow up with leads on a specific date.


Bulk Upload Page

  • Upload your existing leads and contacts to the system.  (learn how)