A lead is an action a consumer has taken via website activity. When a consumer fills out a form on www.smithandassociates.com, your Smith agent site, or Realtor.com that activity becomes a lead. A customer taking action within their account by saving searches or favorites properties will also generate leads. The purpose of the leads tab is to alert you to these activities. Since we know you’re certainly not always at your desk to see them, lead alerts will also be emailed to you when the activity takes place.


Keep in mind that while leads can very valuable in regards to consumer insight, they can also be a bit “Big Brother.” While leads regarding form inquiries (Contact, Schedule Showing, Ask a Question) should always be addressed immediately, you don’t necessarily want to reach out to your consumer every time you see they save a favorite property – creepy! Use lead alerts for more passive consumer activity (like favorites and saved searches) as more of a research tool, and an indicator of when it might be a good time to reach out.


For example: A consumer who’s been inactive for a year returns to the site today, creates 2 new saved searches and saves 10 properties. Try calling the next day with a “I was just thinking about you, and wanted to check in and say hello” approach rather than a creepy “I know everything you did yesterday on my website” approach.


The Leads Tab

Here’s a quick review of the Leads tab, with an explanation of each section below:



Search - The left hand column contains all your search options. You have the ability to search by all major field values in the system, including the type of activity the consumer took in order to generate a lead. For example, you can filter your leads list based on consumers who were active this week, or consumers who have filled out the Request A Showing form.

Lead Summary - Shows a quick overview of a lead’s information

View Link - Clicking on this link or the customer’s name will open the Contact Details page for this consumer.


Quick Tip! You’ll see multiple leads for the same person if they’re performing multiple actions. Example: A person who fills out a “Schedule Showing” form on 5 different properties will generate 5 different leads.


How to Search

Choose a search field that you’d like to use as a filter, and select or type the relevant values. You can use as many fields as you’d like within one search.

When you’re ready, click the “Go” button to submit your search. The page will refresh and show only the leads which meet your search criteria.

If at any time you’d like to start over, click the “Clear All” button to remove all currently selected filters.


Important Fields & Their Values

  • Lead Status - There are two Lead Status options: Active and Inactive. A status of Active means that the owner of the contact will be prompted to provide updates. A status of Inactive indicates that no update requests will be sent. Agents cannot edit this field – it is controlled by the concierge.
  • Contact Status - Refers to the current status of the contact.
  • Agent Database - Used to indicate that a contact is currently a passive member of your database
  • Assigned - Indicates that the contact is currently assigned to a particular agent, which means that all future inquiries will flow to the agent and they will have access to the contact’s account if one exists.
  • Closed - Used to indicate that the contact has completed a transaction
  • Pending - Used to indicate that a contact is currently under contract
  • Shared - If you have chosen to share a contact with another agent, the status will update to “Shared”
  • Contact Source - Lead source explains the origin of the contact. There are currently three possibilities, but more may be added in the future. Current contact sources are: Broker, Agent, and Realtor.com.
  • Contact Type - The contact type classifies the contact. Possible values are: Agent, Buyer, Seller, Buyer-Seller, Friend, Rental, Landlord, Sphere, Vendor, Competitor, Recruit, and Other.
  • Inquiry Type - Lists the type of action a consumer took in order to generate a particular lead
  • Owner - Refers to the agent who is currently assigned the contact, and will therefore receive leads from them. Will always be you, unless another agent has shared a contact with you.
  • Business Source - Allows you to indicate the source of business for a consumer. Sample values are: Advertisement, Direct Mail, Open House, Referral. But there are many more options!
  • Interest Level - Identify a contact’s interest level from 0-5 stars.
  • Priority - Indicate a contact’s priority by selecting one of the following values: Hot, Warm, Cold, Dead
  • Time Frame - Classifies contacts based on when you anticipate that they will complete a transaction