Learn how to create and assign leads, how to update lead status, and filter leads.
Understand the requirements for adding new manual leads, view automated leads, and learn to add opportunity details, notes, calls, and documents.
Export your lead data in preferred formats and stay organized with PF Expert’s comprehensive lead management tools, helping you track and convert potential clients more effectively.
You can view your Regular Leads by visiting PF Expert > Leads > Regular Leads
What is covered?
- How to Create a New Lead?
- How to add Opportunity Details?
- What is the "lead requirement" section?
- How to add Notes, Calls, and Documents?
- How to manage your leads?
How to Create 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.
How to create a lead manually?
You can also create leads manually for clients you reach out to you through different channels.
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Tip: If you have Call Tracking and WhatsApp Insights / Enterprise active, you will also find the Call and WhatsApp leads automatically generated in Call Leads and WhatsApp Leads. |
To Create a new lead > go to leads > click on the (+) icon to start adding the client's details.
How to add opportunity details?
The Opportunity section contains "Personal Information" and "Lead Information" details:
Personal Information
Fill in the lead's personal and contact details, mandatory items are marked with a (*)
- First Name
- Last Name
- Mobile
- Phone
- Passport / ID
- Passport Expiry Date
- Address
- P.O Box
- Country
- City
Lead Information
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
- Source
- Channel
- Lead Quality
- Finance Type (Cash or Mortgage)
- Legal Representation contact details
What is the "lead requirement" section?
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.
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Tip: The more requirement filters you specify the better recommendations you will get. |
How to add 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.
How to manage 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
How to assign leads?
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.
How to change Lead Status?
Each lead can be in one of the following statuses:
- New
- Prospect
- Visit in Progress
- Qualified
- Contract Sent
- Contract Signed
- Not Ready
- Not Interested
- Called No Reply
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Tip: Keeping your leads' statuses updated is a great way to revisit old leads or filter your current leads according to their status. |
How to Filter Leads?
Use the Filters to focus on the leads that need your attention, or simply to find a lead within the list.
How Export Leads?
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.