Manage your leads
Answer an enquiry, set the next step and keep every buyer moving.
Open Leads
In the menu open Leads. The number beside it is how many need action: unread, or with a follow-up due today.
Open a lead
Press a lead to see the name, number, message, the property they asked about and where they came from.
Reply
Press WhatsApp or Call. After a call, press Log call to record how it went.
Set the stage
Change the Stage as the deal moves: New, Contacted, Site visit, Negotiation, Won or Lost. If you mark it Lost you are asked why.
Set the next step
Use Set follow-up to pick a date, or Book site visit to fix a viewing. Leads with something due appear at the top on the day.
Add notes
Use Add a note for anything worth remembering: budget, family, objections.
Record what they want
Fill in what the buyer is looking for (type, city, budget, timeline). Matching properties of yours are suggested, with Send these on WhatsApp.
Switch to the board
Press Board to see leads as columns by stage and drag them across. List view switches back.
- Use Add a lead for walk-ins and phone enquiries so everything is in one place.
- If the same buyer appears twice, merge the two leads.
- Stages, notes, follow-up dates and the board are part of the Pages plan.