Shared leads are properties that another agent has shared with you. Past actions from the sharing agent, including phone calls and notes, are now viewable to you on the property info page.
You can interact with a shared lead just like a normal lead. When you have finished interacting with the shared lead, you can clear the lead from your dashboard with the CLEAR button.
Greyed rows indicate that the property has been relisted with the MLS, you should remove these from your shared leads.
Leads are updated multiple times a day. Expired listings, Cancelled listings, Withdrawn listings, and For Sale by Owners (FSBO) are included on this list.
You can filter and sort the Leads list in a number of ways: By using the primary FILTER button at the top left of the panel. You can select the county, and set your default filters like minimum price, show/hide leads without phone numbers, and create and enable a custom zip code filtering list. This is also where you can set your click-to-call dialing software.
You can also filter the list using the corresponding input boxes at the top of each column, or by clicking on the individual filter icons for each column. you may also sort by a column by sclicking on that column's header name.
A variety of actions can be performed on leads, either individually or by selecting multiple using the checkboxes on the left. These actions include:
Info WindowClicking on this button will open a full screen display of property information for the corresponding property.
Add to FavoritesFavoriting a lead removes it from the list and adds it to your Favorites list on the Follow Ups page.
Add to Drive MapAdding a lead to drive map adds it as a location on your Drive Map
Sleep for 24 HoursThis will hide the lead from the list until the next day.
Permanently DeleteThis will permanently delete a lead from your list forever, and cannot be undone.
Multiple selection: Select one or more, or select all using the top check box, and the ACTION button will appear.
Click on this button for a list of actions to perform on all selected leads.
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