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View Lead

This page provides a detailed view of an individual lead. It's designed for quick reference, allowing you to see all relevant information about a lead in one place.

View Leads Page and click the Admin dropdown menu (represented by a gear icon) next to a lead, then select View to access this page.

Lead Information​

The Lead Information section displays core contact details and any comments associated with the lead.

  • Name, Email, Phone 1, and Phone 2: The lead's contact information.
  • MLS #: If the lead originated from a specific property listing, this field shows the Multiple Listing Service (MLS) number. A link is also provided to view the full listing on the site.
  • Comments & Private Comments: Notes entered by the lead (Comments) and notes added internally by agents or administrators (Private Comments).
  • Custom Fields: This section displays any custom information collected from the lead via forms.

Tracking Details​

The Tracking Details section provides information about the lead's status and history.

  • Date Received: The date and time the lead was first submitted.
  • Assigned to: If the lead has been assigned to a specific user, their name and email are displayed here.
  • Type: The source of the lead, such as a contact form or a property inquiry.
  • Status: The current status of the lead, such as New, Contacted, or Closed.