Knowledge Hub / Leads
Manage leads and the pipeline
Where leads come from
Leads arrive two ways: a buyer taps Request a site visit on a share link or catalog, or you add one manually from the Leads page. Each lead records source, phone, budget preferences and the property they are interested in, which you can change on the lead at any time.
Follow-ups have a date and time and show up on your dashboard calendar so the next call never slips.
Customizing stages
The default pipeline runs New to Won or Lost. Owners can add stages like Sent to legal under Settings, Pipeline stages. Every stage change can carry a comment, and the full history sits on the lead's activity log.