The Lead Portal (located on the left side of your Property Dashboard) automatically stores a detailed profile including Contact Info, Activity, and Location of all buyers who have shown interest in your properties. No need to copy and past into an Excel spreadsheet or Outlook, the Lead Portal alleviates the need for time consuming data entry.
The lead drawer also contains CRM tools such as:
- Contact Details: View contact details or download vCards
- Buyer Evaluation: Ability to evaluate and rank each prospective buyer based on your interactions
- Activity Feed: Insights to all of the lead's interactions as related to you and your team's properties
- Team Notes: Collaborate with your team by posting and sharing notes on perspective buyer