Manually Convert Leads

1. Click the Outstanding tab (when a lead is converted to an enquiry a contact record is created and an enquiry record is logged against the related property where applicable)

2. Use the action icons to Covert or Delete individual leads

3. Click the Contact or Property name to open the related lead or database record

4. Use the tick boxes to bulk select leads to bulk convert leads to enquiries or bulk delete.

When bulk converting enquiries you can select what contact class the leads will be assigned to, subscribe to mailing lists and pre fill their requirements based on the property they have enquired about.

You can also use this tool to notify the primary listing agent of the related property, all listing agents or a specific agent in the database by assigning a task, sending them an email or SMS.

You can click on both the Subscribe and Requirements tickboxes to be presented with additional options.