Who can use this feature?
Admins, Managers, and Agents
Regular Leads refers to "Email" leads you received from Property Finder, in addition to any leads you create manually.
You can view your Regular Leads by visiting PF Expert > Leads > Regular Leads
What is covered?
- Creating a New Lead
- Adding Opportunity Details
- Adding Lead Requirments
- Notes, Calls, and Documents
- Managing your leads
Creating a New Lead
When a property seeker sends an email to inquire about your listing on Property Finder, an automated lead will be generated and assigned to the Agent handling the listing.
You can also create leads manually for clients you reach out to you through different channels.
To Create a new lead, click on the icon to start adding the client's details.
Adding Opportunity Details
The Opportunity section contains "Personal Information" and "Lead Information" details:
Fill in the lead's personal and contact details, mandatory items are marked with a (*)
- First Name
- Last Name
- Passport / ID
- Passport Expiry Date
- P.O Box
Lead information covers the client's property requirements as well as the lead source, financial information, and legal representation if any. Mandatory items are marked with a (*).
- Looking for (covered in Property Requirement)
- Time Frame
- Lead Quality
- Finance Type (Cash or Mortgage)
- Legal Representation contact details
Adding Lead Requirments
In the "Properties" section, you can identify the client's needs and PF Expert will provide available listings for you to offer to your client.
Start by clicking "Add Lead Requirement" and select the client's requirements.
Tip: The more requirement filters you specify the better recommendations you will get.
Notes, Calls, and Documents
You add free text "Notes" that you can refer to later, they are especially helpful if the lead gets assigned to another agent.
"Calls" will show any calls related to this lead. (Available only with Call Tracking).
The "Documents" can be used to upload files related to the lead, for example; Passport copy, ID, Contracts, etc.
Managing your Leads
Now that you have collected your lead details, add their requirements, your notes, and documents, here are the actions you can perform on the lead
Assign the lead to an Agent
You can re-assign the lead to a different agent by editing the lead and choosing another agent.
The new agent will receive a notification letting them know that the lead is now assigned to them.
Change Lead Status
Each lead can be in one of the following statuses:
- Visit in Progress
- Contract Sent
- Contract Signed
- Not Ready
- Not Interested
- Called No Reply
Tip: Keeping your leads' statuses updated is a great way to revisit old leads or filter your current leads according to their status.
Use the Filters to focus on the leads that need your attention, or simply to find a lead within the list.
You can export your Regular Leads in CSV or Excel format if you wish.
Choose the leads you wish to export and click on the 3 dots for the Action Menu, then Export.
The Export file will be available for download in the Notification Center.