Leads Summary Tab

The Leads Summary Tab displays the Contacts associated with the Lead and the Lead Details.

As you scroll down the page, it also will display a summary of:

From the Lead Summary page, you are able to Add, Edit and Book details and activities directly to the lead.

For more information on the summarised information, use the Tabs at the top of the screen.

 

Contacts - Add Contacts to an Existing Lead

1. From the Lead Summary Screen, Click on Add from the Contacts box to open the Add New Contact Drawer.

 

 

 

2. Select the appropriate contact type before completing the contact details. Alternatively, search for an existing contact by entering a mobile number or email address, then clicking on the circular icon. 

 

 

 

3. Review the Subscriptions, then click on Save.

 

 

 

4. The newly added contact will attach to the lead.

 

 

Contacts - Edit a Contact on an existing Lead

1. From the Lead Summary Screen, select the primary or alternative contact tabs then click Edit.

 

 

 

2. In the Edit Details drawer, update details as required, then click Save.  

 

 

Contacts - Change the primary contact in a Lead

Prior to performing this task, you will need to ensure you have 2 contacts assigned to the lead.

 

1. From the Lead Summary Screen, click on Contact 2 in the Contacts box. Click on the 3-dot icon.

 

 

 

2. Click on Make Primary.

 

 

 

3. A popup confirmation box will appear. Click OK. The selected contact will now appear as the Primary.

 

 

Lead Details - Edit Existing Lead Details

1. From the Lead Summary Screen, Click on Edit from the Lead Details Box.

 

 

 

2. In the Edit Lead Details drawer, make changes to the Details. Appraisal, Keys Dates, Category, Source or General Notes then click on Save.

 

 

Recent Activities - Recording Activities against a Lead

From the Lead Summary screen, click on Add.

Note: Alternatively, you are able to select Add Note from the Lead Activity page.

In the Add Note Drawer, you are able to add:

General Note

Enter a Subject and note details. Utilise the formatting tools as required, Schedule follow up if needed. Click on Add.

Call, Emails. SMS

Select Who was contacted. And the Result of the call. Subject notes and set the follow up requirements.

 

The most recent 2 activities will appear on the Lead Summary screen.

 

Linked Leads

Linked leads allow you to quickly create a new lead linked to the contacts.

 

1. From the lead summary screen, click Add from the Linked Leads box.

 

 

 

2. Complete the Lead Details section and include any follow-up dates and notes as required.

 

 

 

3. Use the Property Search address to search for an address. If not available, Click on Enter Manually to complete the address details.

 

 

 

4. Complete the property details then click on Add.

 

 

 

5. Confirm or change the details displayed in the Send Lead Status Drawer and click on Next.

 

 

 

6. Apply the desired communication by ticking the appropriate method from the Set Communication Types drawer, then click on Update Status. If No Messages is selected, you will be able to click on Close, to return to the Lead Summary Screen.

If you select Email or SMS then select Review, you will be prompted to review and update the templated email before sending it.

 

 

 

7. After closing the drawer, the newly created lead will display, and the original lead will appear in the Linked Leads box.

 

Appraisals - Booking Appraisals

  1. From the lead summary screen, click on Book from the Appraisals box.
  2. In the Confirm Appraisal Details drawer, confirm or update the information displayed. If a Communication Preference is selected, click on Next. If no communication preference is set, click on Confirm, you will be asked to confirm the communication method.
  3. Confirm the contact to receive the message and method. Click Review.
  4. Review the message templates to be sent, update as required. Click on Confirm and Send.

Appraisals - Managing Appraisals within Appraisals Box

The appraisal status will display either Confirmed, Past or Canceled.

  1. Click on the 3-dot icon to Reschedule or Cancel the Appraisal.
  2. From the Appraisal Box, select the down arrow to expand the appraisal information. Select again to close.