View Leads
1. Click Leads in the main menu to open the leads panel
2. Navigation Tabs
* Outstanding - if Auto Processing in not enabled this is where you can view all leads waiting to be converted.
* Exceptions - contains all leads with insufficient information for conversion e.g. could not be matched to a property address in Agentbox, do not contain enough data e.g. no surname etc.
* Converted - This is where you can view leads which have been previously converted, if auto processing is enabled all leads excluding exceptions can be found here.
* Deleted - This is where you can view deleted leads and reactivate if necessary
3. Refine Results
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*Narrow results further using filters. View today’s only or all leads
*Sort by listing, lead or contact
*Subject to access permission view My Listing Leads, Teams Listing Leads, Office Listing Leads, All Listing Leads or by staff member
*Filter by For Sale or For Lease
*Filter by Property Type
*Filter by lead origin e.g. Inspect Real Estate
*Filter out All Contacts, Existing Contacts in Database or New Contacts