Managing leads and inquiries

Leads & Inquiries in the portal collects everyone who has contacted you through your listings.

What you can do

• Sort the table to work through leads in the order you want
• Assign a lead to one of your team members
• Reassign a lead if the first person is unavailable
• Email the assigned expert about a lead
• Export leads for your own CRM

What each lead tells you

Name, email, an optional phone number, their comments, their preferred contact method, and whether they are working with a real estate agent. If they asked for postal contact, a mailing address is included.

A note on speed

People contact several communities at once when researching a move. The first substantive reply tends to shape the conversation, so it is worth handling new leads quickly.