The Lead Dashboard is the home page for each of your leads. It brings together who the lead is, what they have been doing on your website, every conversation you have had with them, and what to do next, all on one screen.
Why it matters: Before you pick up the phone, the Lead Dashboard tells you what this person is shopping for, how active they are right now, and when you last spoke. You walk into every call prepared, and nothing falls through the cracks.
Opening a Lead Dashboard
Go to and click a lead's name or photo. You can also open a lead from the Hot Leads list or the lead preview on your Dashboard Home, or from any entry in the Activity Center.
When you arrive from Lead Summary, the top of the page shows Back to Lead Summary and a Prev / Lead 3 of 48 / Next pager. Use the pager to step through the same filtered list one lead at a time, for example working through every Hot lead without going back to the list. Back to Lead Summary returns you to the list with your filters still in place.
Tip: Click Page Tour in the top right corner of the Lead Dashboard for a quick guided walk-through of each area.
The Lead Dashboard at a Glance
The page has five areas. Each is described below.
1
Lead Header and Quick Actions
Who this person is and how to reach them
The header shows the lead's name and photo, your star rating, their Interest Type (Buyer, Seller, Renter, Investor), email, phone and Last active time. Last active reflects anything the lead actually did: a website visit, an email open, an alert click, a property view, a search or a form submission.
- Name or photo: click to edit the lead's profile details.
- Stars and Interest badges: click to classify the lead. If no interest is set yet, you will see + Add.
- Activity Score: the colored score on the right (Hot, Warm or Cold Lead) is calculated automatically from the lead's behavior. Click it to see how the score was built.
- Created date, and on multi-agent accounts, the assigned agent (visible to Account Admins and managers).
- Seller leads also show the property address, or a No property address - Add Address prompt.
- Website: the website this lead is assigned to. Buying Buddy uses it to build the links in listing alerts and emails. If it shows No website assigned, click to assign one so those links work.
Quick Actions:
- Call - call the lead and log the outcome.
- Email - send an email that is saved to the lead's history.
- SMS - shown when Buying Buddy Text Messaging is enabled on your account.
- More (⋮) - Add Note, Add Task, Create Listing Alert and Enroll in Campaign.
2
Status Bar
Where the lead stands, and what is set up to keep in touch
The row of pills under the header gives you a one-line status check. Every pill is clickable.
| Pill | What it shows | Click to |
|---|---|---|
| Contact Type | Your relationship with this person, such as New Lead, Prospect or Client | Change the Contact Type, star rating and interests |
| Buyer Pipeline | The buyer deal stage, milestones (PQ or PA financing, AA agent agreement) and any forecast amount and close date. Shown for Buyer, Renter and Investor leads | Set the stage, milestones and forecast |
| Seller Pipeline | The seller deal stage, the LA (listing agreement) milestone and any forecast. Shown for Seller leads | Set the stage, milestone and forecast |
| Tasks | Tasks Due, Tasks Scheduled or No Tasks | View and add tasks |
| Alerts | How many listing alerts are active | Manage listing alerts |
| Market Reports | How many market reports are active (when available for your account) | Manage market reports |
| Campaigns | How many drip campaigns are running | Manage campaigns |
A pipeline showing Buyer deal stage? or Seller deal stage? means the interest is set but no stage has been chosen yet. A forecast with a warning icon means the expected close date has passed.
Watch for: Alerts Paused, Campaigns Paused or Market Reports Paused means the lead's email address is invalid, so nothing can be delivered. No Email means there is no email on file. Opted Out means the lead has unsubscribed. Fix or add the email address to start delivering again.
3
Notes and Tags
Quick context you want to see every time
Pinned note: click Add notes... or the pencil icon to write a short note that stays at the top of the page, for example "Prefers texts after 6pm. Relocating from Austin in spring."
Tags: click + Add to label the lead with a tag such as #openhouse or #firsttimebuyer. Click the × on a tag to remove it. Tags can be used to filter your leads on Lead Summary.
For notes about a specific conversation, use Add Note from the More (⋮) menu instead. Those notes are saved with a date in the Communications tab.
4
Activity, Communications and Listings Tabs
Three views of your relationship with the lead
| Tab | What you see | Time period |
|---|---|---|
| Activity | What the lead has been doing on your website: visits, property views, saves, searches, alert clicks, inquiries and logins | Last 90 days |
| Communications | Every call, email, text and note between you and the lead, plus listing alerts and campaign emails sent | All time |
| Listings | Every property the lead has viewed, saved or rated | Last 90 days (saved properties are always shown) |
Each tab has filter chips across the top so you can narrow the list, for example only Inquiries on the Activity tab or only Calls on the Communications tab. Learn more in The Activity Tab, The Communications Tab and The Listings Tab.
5
Sidebar: Insights and Management Panels
What to do next, what they are shopping for, and everything you have set up
Suggested Actions recommends your next step based on the lead's real activity, for example High Engagement Today with a Call Now button, or No Listing Alerts with a Create Alert button. When there is nothing to do it shows All caught up! See Suggested Actions.
Property Engagement analyzes the listings the lead has viewed over the last 90 days: the price range they focus on, the locations they look at most, and the typical home they view. See Property Engagement.
Below those are management panels. Click a panel header to expand it, and use the + or pencil icon to add or edit.
| Panel | Use it to |
|---|---|
| Follow Up | See and add tasks, such as calls to make and emails to send |
| Listing Alerts | See the lead's alerts and create a new one |
| Campaigns | See running drip campaigns and enroll the lead in another |
| Market Reports | See and assign market reports (when available for your account) |
| Key Dates | Record key dates and anniversaries, such as a closing date or birthday, so you can stay in touch at the right time |
| Lead Assignments | See which agent the lead is assigned to and how it was routed (multi-agent accounts) |
| Profile | View sign-up details such as time frame, mortgage status, sign-up method, the form or property they inquired about, and the page they signed up on |
| Property Address | Add or edit the lead's property address (opens automatically for sellers) |
| Additional Contacts | Add a spouse, partner or other contact connected to this lead |
| Documents | Upload files related to this lead |
| External CRM | Send this lead to your connected CRM (shown when a CRM connection is set up) |
Put It to Work
Example: A Two-Minute Pre-Call Check
Turn a cold call into a relevant conversation
Sarah shows as a Hot lead on your Dashboard Home. Before you call her:
- Open her Lead Dashboard and check Last active. She was on your website 20 minutes ago.
- Glance at Property Engagement. She keeps viewing 3-bedroom homes around $650,000, mostly in two neighborhoods.
- Open the Listings tab and filter by 3+ Views. One home stands out, viewed five times.
- Check the Communications tab to see when you last spoke and what you discussed.
- Click Call, open with that home, and log the outcome. If she wants updates, use Create Listing Alert from the More (⋮) menu before you hang up.
Example: Make Sure Every Lead Is in Touch
Use the status bar as a checklist
As you step through new leads with the Next button, look at the status bar. A gray 0 Alerts or 0 Campaigns pill means this lead is not hearing from you automatically. Click the pill to set up a listing alert or enroll them in a campaign, then move on to the next lead. In a few minutes every new lead has a way to stay connected to you.
Frequently Asked Questions
What is the difference between the star rating and the Activity Score?
The star rating is your own judgment of the lead, from 1 to 5 stars. The Activity Score is calculated automatically from what the lead does on your website and in your emails. Your Activity Scores update within minutes of new activity, and ease down overnight when a lead goes quiet. See How to Categorize Your Leads.
Why don't I see a Buyer or Seller Pipeline?
Pipelines appear once you set an Interest Type. Click the interest badges (or + Add) in the header and choose Buyer, Renter or Investor for the Buyer Pipeline, or Seller for the Seller Pipeline. A lead who is both buying and selling shows both.
Why don't I see the Prev and Next buttons?
The pager appears when you open a lead from Lead Summary, because it steps through that list. If you open a lead from somewhere else, such as Dashboard Home, the Activity Center or a search, you will see Back to Lead Summary only.
Can I see leads that are not assigned to me?
CRM Agents can open the leads assigned to them. Account Admins, and users with permission to manage account leads, can open any lead in the account.