1. Go to the Vertical Navigation bar to the left.
  2. Click on Leads
  3. Click on the name of the lead you want more information on.
  4. Under the name you will see events related to that lead.
    • Yellow events - mean that this was a system notification.
    • Blue events - mean this was a system note.
    • Green events - mean and email was sent to the lead by you or the system or the lead sent you an email. You can click these green events to view a copy of the email that was sent or received.
    • Red events - show any searches made or searches saved by the lead.
    • White events - show any properties viewed or saved by the lead. You can see the leads information in here as well such as the name, social media pages, phone number, emails, and agent assigned to.

To Hide/ Unfollow/ Unsubscribe/Delete a Lead

  1. Go to the Vertical Navigation bar to the left.
  2. Click on Leads.
  3. Click on the name of the lead you wish to work with.
  4. You will then see these options in the box with the lead name.
    • Green Eyeball Icon - next to their name to hide the lead
    • Unfollow - to stop any notifications sent to your phone or email for any actions this lead takes on the website.
    • Unsubscribe - will stop any email campaigns or searches from being sent to this lead
    • Delete -  will remove a lead all together. *Only Broker/Admins have this option and this This is not recommended however because you never know when a bad lead could become a good lead. We recommend instead clicking the Green Eyeball Icon to hide the lead