WELCOME TO LEAD VOYAGER!
What is Lead Voyager?
Lead Voyager helps companies capture customers generated from the internet and route them to real estate agents like you. Once you accept a customer assigned to you, you can use Lead Voyager to keep track of their real estate journey.
The Customer Real Estate Journey
Lead Voyager uses the term "lead" to refer to any buyer, seller, or renter assigned to you by your company. Each lead type (buyer, seller, or renter) has its own unique journey through a real estate transaction, and Lead Voyager helps you track many leads as they move through their own journeys.
Receiving Leads from Lead Voyager
If you're here that means your broker is using Lead Voyager to capture and route leads generated from the internet. If a lead matches the criteria your broker has assigned to you, you will get a text message and/or email from Lead Voyager informing you of your new lead.
There are many criteria your broker can use to match you to incoming leads. If the lead is inquiring about a listing, you can be matched by zip code or price range, or if you are the listing agent. You can receive leads from specific sources, like Zillow, your broker's website, or your agent website. You can also be a member of one or more company lead teams, which can each use their own set of matching rules.
If you want to know exactly how leads can be routed to you, or if you want to provide input on how these rules are created, you should contact your broker or lead team managers directly.
Getting Notified of New Leads
When a lead gets routed to you, Lead Voyager will send you a text message and an email message, both containing basic lead information and the opportunity to accept or decline the lead.
The sender email address will be "firstname.lastname@example.org" with the display name "Lead Voyager by Brytecore". The telephone number of the text message sender will be one of three different numbers:
We recommend adding this email address and these telephone numbers to your contacts, so you know it is a lead.
Note: once you receive your first text message, Lead Voyager will send further messages to you from the same number, so you can see all Lead Voyager messages in the conversation history on your phone.
Please check with your concierge to make sure your mobile telephone number and email address are correct in Lead Voyager. You can also ask your concierge to remove one or both types of notifications.
Accepting a Lead
You can accept a lead directly from your email by clicking the Accept button. You can decline the lead by clicking the Decline button.
Accepting a lead from a text message is slightly different from an email. Since formatting of text messages is limited, you will see a clickable link with the text "ACCEPT/DECLINE". Clicking this link will not accept or decline the lead. Instead, you will see a preview of the lead with two separate buttons to accept or decline.
Declining a Lead
You can manually decline a lead by clicking the Decline button. However, if your broker has specified an amount of time you have to accept the lead, you must accept the lead within that timeframe. For example, you may have 15 minutes to accept a lead. If you do not accept a lead within that period of time, the system will automatically decline the lead.
Your Lead Feed
The Lead Feed is the first screen you see when you open Lead Voyager. It's essentially the homepage of Lead Voyager, where you access your collection of leads. Agents, Concierges and Company Admins each see a different version of the Lead Feed tailored to suit the specific needs of each role.
From elsewhere in Lead Voyager, you can get back to the Lead Feed by clicking on the Lead Feed icon in the header navigation.
Each row in the Lead Feed is an at-a-glance summary of the critical lead information. Clicking on a lead will open it in the Lead Profile window, allowing you to view more information on the lead, and manage the lead by taking actions such as editing deals, sending emails, logging telephone calls, viewing messages, etc.
The Lead Feed is separated into filtered lists called "queues." Each queue displays a distinct type of leads, and you can switch from one queue to another as needed.
To learn more about this, see: The Lead Feed
Working a Lead
To work an individual lead, you'll select it from the Lead Feed, which opens it in the Lead Profile window.
This is the screen from which you can interact with the lead, manage its progress through the Lead Lifecycle, view a timeline of activity associated with the lead, and browse a collection of tab screens containing detailed information about the lead.
For more information, see: The Lead Profile.
Using the Action Buttons
The action buttons in the Lead Profile will be some of your most important and often used tools in Lead Voyager. These are always present for agents and concierges, and they're designed to make your life easier by relieving some of the mental burden associated with juggling all the details of every lead with which you're working. Here's what they do:
The Call Log Button
When you've called a lead, click this button to record the result of the call: Reached, Left Voicemail, Busy/No Answer, or Wrong Number. If you select Reached, the call will be added as an event on the lead's timeline. If you select one of the other options, you'll be given the option of setting a snooze timer so that you'll be reminded to try again later.
The Email Button
Upon clicking this button, you'll be presented with two options:
Email from Lead Voyager — Write an email to the lead within Lead Voyager, and send it directly from the app.
Log External Email — Record an email you sent to the lead from outside of Lead Voyager.
Both of these options will add an event to the lead's timeline.
The Leave a Note Button
Opens a form in which you can leave a note about the lead. Notes made here will be collected in the Notes tab of the Lead Profile.
The Snooze Button
This lets you temporarily remove the lead from your Active Leads queue, in the event that it won't require your attention for awhile. You'll be able to specify the timeframe. This is explained in greater detail in the "Snoozing Leads" section, below.
Creating a Deal (Buyer, Seller, Renter)
In order to create a deal for a specific lead, first select the lead from the Lead Feed. This will open that lead's Lead Profile window. You'll see a green button which says, "Is this lead a buyer, seller, renter?" Clicking this will open the deal type editor panel (below), where you can select any deal types that apply. (Note that if you select either buyer or renter, you'll be presented with some additional questions.) After selecting the deal type(s) and answering any questions, simply hit "save" and your deal is set. You can return to this screen later, if you need to change the deal type or add a deal type.
Updating Deal Progress
Once you've selected a deal type, you should record any progress made by using the Phase Action buttons shown below the lifecycle bar in the Lead Profile. Available Phase Action buttons change based upon the current lifecycle phase of the deal, and indicate the next step for that deal. For example, in the screenshot below, the lead has been identified as a buyer, but he has not started looking for a new home yet. Thus, the buyer deal is currently in the "Reached" phase. As indicated by the Phase Action button, the next step for such a lead is to "Start House Hunting." After starting to look for homes with this lead, you would click the "Start House Hunting" button to move the lead into the "House Hunting" phase.
To learn more, see: Moving Deals Through the Lead Lifecycle.
Closing a Deal
Closing your deal is the culmination of the deal's movement through the Lead Lifecycle.
When the deal reaches the "Under Contract" phase, the accompanying Phase Action button will be "Schedule Closing." Once you've set a date for the closing, you'll click that button and enter the closing date in the subsequent screen. After you see how the closing plays out, you'll just select the appropriate of the three options provided: Reschedule, Cancel, or Close.
For more information, see: Closing a deal
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.
Archiving a Lead
If a lead becomes inactive and no longer needs your attention, you can clear it from your Active Leads Queue by archiving it. The lead will still be in the system, but it will remain hidden until such time as they send another message.
To archive a lead, click the "More Actions" icon in the Lead Profile, and choose "Archive" from the dropdown. A popup will appear in which you must specify your reason for archiving.
If you need to find a lead after you've archived it, you can either use the search feature, or look for it in the Archived Leads Queue in your Lead Feed. To reactivate the lead and return it to your Active Leads Queue, simply choose "Unarchive" from the same dropdown.