The Lead Profile is your hub for working an individual lead. It is accessed by clicking on a lead in the Lead Feed, and it looks like this:
Here's a breakdown of its components:
As you can see, the Lead Profile has two major sections:
The Lead Action section
This is seen on the left side of the image, above, and allows you to interact with the lead, manage its progress through the Lead Lifecycle, and view a timeline of activity associated with the lead.
See also: Moving deals through the lifecycle
The Lead Information section
Seen on the right side, this is a collection of tab screens containing detailed information about the lead. The tabs for switching amongst these screens are located along the right edge on desktop devices, or along the bottom on mobile devices.
The following are some key features of the Lead Profile, and what they do:
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.
The Lead Lifecycle Bar
Below the action buttons, you'll find the Lead Lifecycle Bar:
This progress bar tells you which phase of the Lead Lifecycle the lead is currently in. Directly below the bar, you'll find one or two Phase Actions, which are contextual action buttons specific to the current phase of the Lead Lifecycle. Phase Actions indicate the next step for the deal — in the pictured case, the deal is in the "Showing Properties" phase, so the next step will be to submit an application. Once you've completed that step, you'll tell Lead Voyager by clicking the button, and the progress bar will advance to the next Lifecycle phase.
This simply presents a time-stamped history of notable events associated with the lead.
The Deal Type Editor
This is a secondary screen you'll use to create a deal for a lead, specifying whether it's a Buyer, Seller, Renter, Buyer & Seller, or Renter & Seller. Before the deal type has been specified, you'll see this button in the Lead Header:
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.) You can return to this screen later if you need to change the deal type, or add or remove a deal type.
The Deal Toggle
When a lead has two concurrent active deals, you will see this toggle button, to the right of the lead photo:
You'll notice that clicking the toggle changes the lifecycle bar and phase-specific action buttons, to fit the selected deal type. Use this toggle button to make sure you're working the correct side.