When you snooze a lead, it moves into this list, and stays here until the snooze expires, or until you wake the lead yourself.
Each row is an at-a-glance summary of the critical lead information. Clicking on a lead in this queue opens it in the Lead Profile, allowing you to edit the deals on the lead, send emails, log a telephone call, view messages from the lead, etc.
If you are unable to find a specific lead you are looking for, you can use the search feature by clicking the magnifying glass icon in the header menu.
You can end the snooze on a lead before it expires by clicking on it to open it in the Lead Profile, clicking the snooze button , and then choosing the "wake now" button.
If a lead won't require your attention until some point in the future, you can temporarily hide it from your Active Leads Queue by snoozing it. You can snooze a lead for any amount of time, from minutes to months. When the snooze expires, the lead will automatically move back to your Active Leads Queue. You will have the option of receiving an alert when that happens.
To snooze a lead, simply select the snooze button in the Lead Profile, and follow the subsequent prompts.
You will also be offered the option of snoozing a lead while logging certain events in the Lead Profile, such as "Left Voicemail".
If you need to find a lead after you've snoozed it, you can either use the search feature, or look for it in the Snoozed Leads Queue in your Lead Feed. You can end the snooze before it expires by clicking the snooze icon again, and then choosing the "wake now" button.
The Wake Time column
This column displays the time and date of expiration for the snooze.
Lifecycle Status Bar
This thin status bar indicates how far the lead has progressed through its lifecycle. Lead lifecycles run from "New" to "Closed", and have many steps in between, based on the deal type. More information about lifecycles can be found in Understanding the Lead Lifecycle.
The other columns should require less explanation, and are listed below.
The name provided by the lead when they requested assistance. At times, the system may automatically locate a name if the lead didn't provide one. It uses the lead's contact information to locate the person's information from third party systems. When the lead name is determined from third party services (called an "inferred name"), a special icon shows next to the name.
Last Inquiry Address
This field lists the last address the lead inquired about. If the lead comes to you because they requested a showing, for example, the address of the property to be shown appears here. If the lead sends another message about a different property, the last address inquired about is shown.
This column shows an icon indicating where the lead came from. Depending on where your broker generates their leads, their logo may appear here, or it may be a logo from lead providers, such as Zillow or your real estate brand. On a desktop computer, hover over the icon to see the name of the lead source.
See also: Snoozing a Lead
Please sign in to leave a comment.