Agent Lead Tracking

Key Features of Agent Lead Tracking

Here is a quick overview of our functionality.

• Basic lead management. Add and update basic contact information for each lead.
• Multiple tickets per lead. Each time a client requests information or contacts you via a marketing source. A ticket is created. Multiple tickets are grouped together for each lead. Each ticket is NOT a lead.
• Manage your pipeline with multiple status codes for each lead. Create notes each time you change the lead's status.
• Easily create notes on each attempt to contact.
• The Activity Log shows you at a glance all the notes and status changes for the lead.
• Create Reminders, Appointments and Notes per lead
• Assign Commitment level and time to each lead. Generate Priority Reports from this information.
• Monthly Planner. Identify when leads are coming into town or planning a decision. Shows you these leads broken down by month at a glance.
• MyTasks. Keep a list of TODO items.
• MyTestimonials. Save your client testimonials for future use in your marketing efforts.
• Reports include: Pipeline Report, Priority Report, MyCalendar, LeadSearch.
• Track key metrics: Lead Counts, Sale Counts, Conversion ratios. Total and last 90 days.
• Email notices when you receive a new lead.
• Refer leads to other real estate agents.
• Maintain a list of approved vendors, with full contact information
• Maintain phone and email scripts. Don't re-invent responses to common questions. Create scripts and share with the team.
• Team leads at a glance can see the pipeline totals for everyone on their team.