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Lead Settings

Updated

Learn how to track engagement using Lead Reports and Subscriber Interaction at both office and agent levels.

Getting There

Click on the dropdown menu next to your name while logged into your iRealty Account and select "Lead Settings"

Page Controls and Scope Settings

At the top right of the page, there are several controls that determine who the data applies to and how settings are managed.

"Set All As" Dropdown

This dropdown applies the selected role to all reports and settings on the page. Options include:

  • Office Managers
  • Subscriber’s Agent
  • Specific Agent
  • Agent Administrators
  • Campaign’s Agent

Account Scope Dropdown

This dropdown controls where the settings are applied:

  • Office Default
  • Your own account
  • A specific agent

This allows flexibility when viewing data or configuring reports at an office wide or individual level.

Office Default Controls

  • Use Office Default toggle
    When enabled, the Office Default settings will apply across the entire account.
  • Reset to Defaults
    Restores all settings back to the Office Default configuration.

Making Changes

After selecting whether the settings are for the office, your own account or for a specific agent, to adjust the settings to your preference, you just need to click on any of the drop down menus and select the option you would like:

Triggers

You can configure when the trigger activates by setting:

  • The number of clicks, from 1 to 5

  • The time frame, from 1 to 30 days

This allows you to define what level of engagement qualifies as meaningful interest.

Delivery

When the trigger conditions are met, the notification can be delivered via:

  • Lead Report

  • Email

  • SMS

You may select a delivery method depending on how you want the alert to be received.

Recipients

Notifications can be sent to:

  • A specific agent

  • Office Managers

  • Subscriber’s Agent

  • Listing Agent

  • Agent Administrators

  • Campaign’s Agent

This ensures engagement alerts are routed to the most appropriate person or team.

 

Need Help?

If you have any questions about updating your lead settings in iRealty, please feel free to reach out to:
support@irealty.com.au 

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