Video Tutorial:
User Guide:
What the Lead List Does
The Lead List helps you to:
- Automatically pull in leads from your campaigns
- Identify real people showing genuine property market interest
- Receive updates in real time as new leads engage with your campaigns
- Track your contact history to avoid duplicate follow-ups
- Access Lead data at all times
- Export data easily into a CSV calling list for your agents
How to Access the Lead List
1. Send an Email Campaign
After your campaign has been sent, you can access your leads by hovering Reports and then selecting Leads
2. View Lead Details
You can expand any lead to view:
The property or form they enquired about.
Which campaign generated the lead.
The date and time of the interaction.
Managing and Updating Leads
Keeping your Lead List up to date ensures you do not contact the same person twice.
1. Mark a Contact as Reached
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Select the contact method used (for example, Phone or Email).
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The system automatically updates their status to indicate they are no longer new.
2. View Subscriber Details
Use the dropdown menu at the top right to switch to the Subscribers view.
You’ll see each subscriber’s details including:
- Name and contact information.
- Assigned agent.
- Number of lead inquiries submitted.
3. Expand for More Information
Click the plus (+) icon to see a full breakdown, including:
The type of form submitted, such as an Appraisal Form.
The properties or campaigns they have engaged with.
Exporting Your Lead List
If you want to share your leads with your team:
1. Choose Download CSV.
2. You will receive a file that can be shared directly with your agents as a calling list.
Best Practice Tip
Always record how and when you contacted each lead.
This helps to keep your Lead List:
- Accurate, preventing double contact.
- Organised, with every interaction recorded in one place.
- Efficient, allowing you to focus on converting quality leads into results.
Need Help?
If you have any questions about using the lead list, contact:
📞 1300 855 982