Open any lead from the list to see its page.
What's on it
- Contact: name, phones, email and address. Click a box to change it, then Save changes.
- The request: the answers they gave, with an estimate of the home's value when there is one.
- Source: where the lead came from, what it cost, and the vendor's own ID for it.
- Consent to contact: the words they agreed to, when, and from which address.
- People: who has the lead, and anyone helping in a role like Assistant or Processor.
- Timeline: every note, call, email, stage move and change, newest first.
Notes and calls
Type a note and press Add note, or Log call for a call. Dictate records up to 3 minutes from your microphone and writes the words into the box for you to check.
A call can say how it went: No answer, Left voicemail, Successful contact, Appointment scheduled, Not eligible, DNC request and more. DNC request puts the lead on your do-not-contact list.
Callbacks
Under Reminders, pick a time and press Remind me. Callbacks due show in Callbacks due and on your calendar. Times are in your own time zone.
Stage
Move the lead along with its stage. A move past the first stage counts as first contact. See Stages and the pipeline.
Moving a lead to Do not contact puts its phone and email on your do-not-contact list. LeadVault won't call, text or email it again.
Other requests
Same person, other requests lists the person's other leads in your account, like a refinance last year and a purchase now.
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