Complete Guide to Managing Leads in Your IDX Panel

🗂 How to Organize and Find Leads?

In this section, you’ll see a table listing all your leads, sorted by default according to the registration date (most recent ones appear first). The table includes several features to make management easier. You can sort the information by clicking on the column headers.

• Flag: Use the star next to each lead to highlight it. Perfect for identifying important contacts or those requiring follow-up.
• Signup Date: Indicates when the lead provided their information (e.g., by filling out a form). The table is automatically sorted by this column.
• Name/Email: Displays the lead’s name and email address.
• Saved Searches (S): Reflects the number of searches the lead has saved.
• Saved Properties (P): Indicates how many properties the lead has saved.
• Market Reports (M): Indicates how many market reports the lead has saved.

• Unverified: The lead has not confirmed their email address. They will not receive updates until they do.
• Verified: The lead has confirmed their email or their status was manually updated.
• No Account: The lead does not have a My Listing Manager account but their information was captured through a form.
• Blacklisted: The lead’s email has been blocked due to reasons like an invalid address or delivery issues.
• Disabled: The lead has been inactive for over 6 months or was manually deactivated.
• Unsubscribed: The lead has opted out of receiving updates.
• Last Update: Shows the date of the last update sent to the lead.
• Last Activity: Indicates how much time has passed since the lead’s last action (e.g., logging in or saving a property).
• Assigned Agent: If you use a team or office account, the agent assigned to the lead will be displayed here.

📝 Management Tools

In the Tools column, you’ll find several options to manage your leads:

• Login as Lead: View the lead’s account from their perspective.
• Edit Information: Modify the lead’s details, saved searches, or favorite properties.
• View Notes: Review notes associated with the lead, such as actions taken on their account.
• Delete Lead: Permanently remove the lead from your list.
• Send Credentials: Send an automated email with login credentials to the lead.

🔍 Advanced Search and Filtering

To locate specific leads, use the search bar in the top-right corner. Enter the lead’s name or email address, and the table will automatically filter to display matching results.

Additionally, you can apply Advanced Filters to find specific groups of leads. Select your desired criteria and click Apply Filter(s). To return to the full view, click Remove Filter(s).

🛃 Bulk Actions

If you need to perform multiple actions, check the boxes next to each lead. Then, choose from options like delete, deactivate, or flag in bulk.

💪Tips for Optimizing Lead Management

• Efficient Organization: Use flags and filters to quickly identify high-priority leads.
• Active Follow-Up: Check the Last Activity column to stay updated on recent interactions.
• Personalized Communication: Edit lead information and send credentials to enhance their experience.
• Leverage Filters: Use search and filtering tools to manage large volumes of leads effectively.

📈 Why Effective Lead Management Matters?

Efficient lead management not only helps you organize your workflow but also improves lead-to-client conversion rates. By using the right tools and maintaining consistent follow-up, you can deliver a more personalized service and increase your closing opportunities.