Getting to know the Leads Inbox

All leads sent to an agent are delivered to their inbox as per normal and also delivered to their iDashboard Leads Inbox.

The Leads Inbox can be accessed by going to Contacts > Lead Inbox, or by using the dedicated Lead Inbox menu item located next to the User Menu.

The dedicated Leads Inbox menu item will update the count in real time which means that you will be able to view the number of unread enquiries you have received without having to refresh the page. 

Leads are displayed in the order they are received, with the most recent being displayed first.

Category & Filter Options

Agents can view their leads by using the category options available on the left-hand side of the Leads Inbox. The options available are:

• New - Shows all new leads
• In Progress - Shows all leads that are in progress
• Completed - View all leads marked as completed.
• Hot, Warm, and Cold Leads - Leads marked as hot, warm, or cold.

Users can also filter the type of leads received by clicking the Filter button located in the top-right of the screen. The options available are:

• Enquiry Type - View Property Enquiries, Sale Appraisal Enquiries, or Rental Appraisal Enquiries.

Admin users are also able to filter by an employee to view leads that have been received by a particular agent.

Leads View

By default, new leads are displayed when first accessing the Leads Inbox. The following information is displayed for each lead received:

• Contact - Will display the contact auto-matched in your iDashboard account or allow you to create/select a contact.
• Property - Will display the listing auto-matched in iDashboard, or allow you to manually select a listing if one could not be matched with the information provided.
• Agents - The agents assigned to the lead
• Date - The date and time the lead was received
• Actions - Allow you to reply to the lead via email, leave a phone not on the lead, mark the lead as completed, or delete the enquiry. Please note that only superusers/admins and users with the Can delete enquiries permission will be able to delete enquiries.

Note: Clicking on the property or contact will take you into the enquiry view to read the enquiry received.