Leads
The Leads page is your central hub for viewing, managing, and exporting all user-submitted lead information.
Leads Table
The main table on this page displays a list of all leads. Each row represents a single lead, showing key information at a glance. You can use this table to quickly view lead details and perform actions like viewing or editing a lead's record.
| Column | Description |
|---|---|
| Name / Email | The lead's full name and email address. You can click on the email to send a message. |
| Phone | The lead's phone number. You can click on the number to call them. |
| Type | The category or source of the lead, such as "CMA Inquiry" or "Contact Form." |
| Assigned To | The real estate agent or user to whom the lead is currently assigned. |
| Date | The date and time the lead was created. |
| Admin | An administrative menu for performing actions on the lead, such as viewing or editing the record. |
Lead Search and Filters
The search section allows you to filter the leads displayed in the table based on specific criteria. This helps you narrow down the list to find specific leads quickly.
- Name, Email, Phone: Use these fields to search for leads by their full name, email address, or phone number.
- Type: A dropdown menu to filter leads by their type (e.g., "CMA Inquiry", "Contact Us Form").
- Status: A dropdown menu to filter leads by their current status (e.g., "New", "Contacted", "Closed").
- Start & End Dates: Use these date pickers to filter leads by the date range they were created.
- Assigned to: A dropdown menu to filter leads by the user they are assigned to. This allows you to view all leads for a specific agent.
Export Leads
The Export Leads section allows you to download a report of the leads currently displayed in the table. You can customize the format, fields, and filtering of the exported data.
- Format: Choose between CSV (a spreadsheet format) or HTML (a web page format) for your export.
- Fields: Select whether to include All Fields for a comprehensive report or just Basic Fields for a simplified view.
- Filter: Apply additional filtering to the export to ensure uniqueness.
- Unique Emails Only: Exports only one record for each unique email address.
- Unique Phone Numbers Only: Exports only one record for each unique phone number.
- Export All Results: Exports every lead record, including duplicates.