This article will go over how to customise your lead settings.
Included in this article:
There are three main sections for managing leads: My Leads, Past Leads, and Lead Settings. To access these, log in to your account, go to the account home screen, and select Leads from the menu on the left. On a mobile device, select Menu in the top right corner, then choose Leads.
My Leads
On the My Leads page, companies can view, contact, and organize their leads. This section is divided into three tabs: Active, Contracted, and Archived.
Active
The Active tab provides a brief overview of each lead, including the lead's name, location, and details about what they’re selling. You can also see the submission date and the current status of the lead, such as:
- Not Contacted
- Contacted
- Pending
- Complete
For more options, select View Details. Here, you can:
- View the submission time and date
- Access all information submitted via the lead form
- Contact the lead via phone or email, depending on their preference
- Add notes
- Archive the lead if not interested
- Mark the lead as contracted
Note: To prevent leads from being overwhelmed by calls, there's a delay in accessing the lead's phone number after five companies have requested it. Once five companies have requested the phone number, a 15-minute delay is added from when the last company made the request. Companies can opt to receive a text notification when the phone number becomes available, so they don’t have to wait on the site. After the phone number is accessed, it remains visible unless the lead pauses or deletes their request.
Contracted
Leads can be marked as contracted by clicking Confirm Contract in the lead details. This moves the lead to the Contracted tab and sends an email to the lead asking them to confirm the contract. The lead will remain in the Pending Client Confirmation status until the contract is confirmed.
Companies can still access the View Details page from the Contracted tab, remove the contract status, or choose to archive the lead.
Archived
Leads in the Archived tab are there because:
- The company marked them as archived
- The lead paused or deleted their request
- The lead expired
Leads can only be restored if the company archived them. If the lead has been paused, deleted, or expired, it cannot be restored. Once restored, the lead will move back to the Active tab.
Past Leads
Past leads can be viewed by selecting Past Leads from the menu or by choosing the Archived tab on the My Leads page.
Lead Settings
In the Lead Settings section, companies can manage their lead preferences across three tabs: Locations, Notifications, and Canned Responses.
Locations
Here, companies can choose to receive leads within a specific radius around their home zip code, ranging from 10 to 100 miles. Companies often ask for advice on how far to set their radius. It’s recommended to choose the largest radius they are willing to travel for a sale.
Alternatively, companies can select their Advertising Reach to cover any metro areas they’ve added on the Edit Advertising Reach page.
Companies can also exclude specific zip codes or states if they do not provide services in those areas.
Notifications
On the Notifications tab, companies can select how and when they want to be notified about new leads.
- Gold and Silver companies can choose to be notified by email instantly or in a daily summary sent at the end of the day.
- Bronze companies can only receive a daily summary email.
- Gold companies have the additional option to receive SMS texts and can add one phone number to be notified either instantly or at a set time each day.
Canned Responses
Canned responses are pre-set messages that companies can quickly send to leads. Companies can create multiple canned responses and label them for easy selection.
When viewing a lead and choosing to email them, companies will have the option to either type their own message or select a pre-written canned response.