Once you have set all lead parameters to your liking, you may want more information about one or more of the leads you see listed.   Each lead in the list features three options in the Action column on the far right.

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Open a drawer to view essential information about the lead.

 

 

Delete the lead.

 

 

View the lead record.

 

 

When using the drawer option, the information will appear on the right side of your screen. You will see the lead contact information and recent activities.

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In addition to clicking the arrow icon to view a lead record, you may also click on the lead name.

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The lead record includes multiple tabs, the first of which is the Details tab.


The first row of statistics will help to establish what the lead desires in a home.  The second row will let you know how active that person has been on the site in terms of inquiries, searches, property view and saved properties.

 

The Recent Activity section will display any notable activity that has taken place with the lead. Examples include saved properties, viewed properties, saved search parameters, and stage changes (you will find more information about changing stages later in this article).



If you continue you scroll, you will see a field in which you may add your own notes to the lead.  Click the paperclip icon to attach a file to the note.  Click the blue button to save the note. 


When adding a note, you may tag another user by typing “@” and then entering first or last name to search for the user.  Users who match what you are typing will appear in the list above for you to select. 

 


You also have the option to upload an image via the attach file option to appear along with the note you are entering. 

 


If your lead is engaged with our Call Center, those communications will be logged in the notes area.


The right column of the lead details tab will display basic lead information, which you may edit if needed.  You will also be able to tell if the lead is assigned to you or assigned to another user (if applicable).  

 

The Inquiries tab records any form submissions completed by the lead and identifies the submission type. 


The Properties tab lists all property view and property saves associated with the lead.


The Tour Requests tab will show you if the lead has requested an in-person tour of a property. The property address for each tour request is linked to the corresponding property page on the HomeScout web site to make it easy to see more information about the property.

 


The Searches tab displays any existing saved searches. For each search, you will see the number 
of filters associated with the search, the date the search was created, and the most recent date than an email related to that search was sent. You may click on the filter icon to see exactly which filters were applied to that search.

 


The Campaigns tab provides a list of any email campaigns the lead is receiving. The list will show if the campaign is currently running, as well as how many emails have been delivered and opened. 


For any campaign in the list, you may click on the eyeball icon to see the same report that your leads will see after clicking on the link in the email they receive.


After clicking the eyeball icon, the report will open in a new browser tab.


Assigning a Lead Stage

When viewing any individual lead, you will see the current Stage just below the lead’s name.

 

Click on the stage to reveal all stage options and select the stage that best applies to the lead. Click OK to save changes.

 

After saving the changes, you will see the updated stage below the lead name.