Lead Summary is your complete list of leads. Ready-made Work Lists, quick filters and bulk actions let you find exactly the right group of leads and act on all of them at once, whether that is calling every buyer under contract or setting up listing alerts for everyone who doesn't have one.
Why it matters: A big database is only valuable if you can work it. Work Lists turn hundreds of leads into short, focused to-do lists, such as Hot Leads, Tasks Overdue or Gone Quiet, so you always know where to spend your next hour.
Where to Find It
Go to . Many links elsewhere also open Lead Summary already filtered, for example View All Hot Leads and the Key Metrics and Lead Health cards on your Dashboard Home. Click Page Tourat the top right for a guided walk-through.
CRM Agents see the leads assigned to them. Account Admins, and users with permission to manage account leads, see every lead in the account and can choose an agent, All leads in account or Unassigned at the top of the page.
Work Lists and My Segments
The panel on the left has two tabs. Work Lists are ready-made lists built into Buying Buddy. My Segments are lists you save yourself. Each list shows how many leads are in it. Click a list to show those leads. You can expand, shrink or hide the panel to make more room.
Act Now
Leads that need you today
| Hot Leads | Leads with a Hot Activity Score, the highest engagement right now |
| New This Week | Leads added in the last 7 days |
| Showing Requests | Leads who submitted a showing or info request |
| Calls Due Today | Leads with a call task scheduled for today |
| Tasks Overdue | Leads with one or more overdue tasks |
| Leads at Risk | Highly engaged leads with no recent contact from an agent (shown as Team Leads at Risk to managers) |
Engagement Gaps
Leads that are slipping through the cracks
| Never Spoke To | Leads where no call has been answered yet |
| No Active Alert | Leads with no active listing alert |
| Alert Expiring | Leads whose listing alerts are about to expire |
| No Campaign | Leads not enrolled in any drip campaign |
| No Tasks | Leads with no open tasks, calls or meetings |
| Gone Quiet | Leads who searched for homes but have not visited in 30 days or more |
| No Touch 7d | Leads added in the last 30 days with no call, email or meeting in the last 7 days (shown as Team No Touch 7d to managers) |
Active Pipeline
Every open deal, by stage
One list for each open stage of the Buyer and Seller Pipelines:
- Buyers: Qualifying / Nurture, Searching, Negotiating, Under Contract
- Sellers: Qualifying / Nurture, Preparing, Listed, Negotiating, Under Contract
Closed and Inactive
Past business and future opportunities
Closed Buyers, Buyers: Dormant, Closed Sellers and Sellers: Paused. These are great lists for anniversary outreach, referral requests and re-engagement campaigns.
Key Lists
The groups you use most
| Active Clients | Everyone with the Contact Type Client |
| All Buyers / All Sellers | Everyone with Buyer or Seller interest |
| Pre-Approved Buyers | Buyers who are pre-approved and ready to make offers |
| Agent Agreement Signed | Buyers who have signed an agreement with you |
| Listing Agreement Signed | Sellers who have signed a listing agreement |
| High Rated | Leads you have rated 4 or 5 stars |
| Closing This Month | Leads with a forecast close date in the next 30 days |
My Segments holds the lists you have saved. Click + New Segment to create one from any combination of filters. See Organize Leads with Dynamic Segments.
Filtering and Sorting
The filter bar above the list narrows any list, including a Work List:
| Filter | Use it to |
|---|---|
| Search | Find a lead by name or email |
| Rating | Show leads with 3+, 4+ or 5 stars |
| Interest | Show Buyers, Sellers, Renters or Investors |
| Contact | Show one Contact Type, such as Client |
| Stage | Show one Buyer or Seller deal stage |
| More Filters | Open the advanced filters (below) |
More Filters opens a panel with dozens of options, grouped by topic. For example:
- Classification: Activity Score, Temperature (Hot, Warm, Cold, Inactive) and Hashtags (tags).
- Engagement: Calls Due, Tasks Due, Sent Inquiry, Alerts, Last Login and Closing Within.
- Sign-up and Origin: when the lead was created, Sign Up Method, Marketing Source, Sign Up Page URL, Website Assigned and Campaign Assigned.
- Pipeline: Mortgage Status (Pre-Qual or Pre-App) and agreements.
- Property Search: the average price, city, beds and baths of the homes they view.
- Assignment: Agent, Lender, Assistant or Other assigned.
Use Sort By to order the list by Activity Score, Alert Opened, Properties Viewed, Login Date, Last Name, Rating, Register Date (the default, newest first), Inquiries or Searches Ran. Click Reset to clear every filter.
Reading a Lead Row
| Column | What it shows |
|---|---|
| Name / Contact | Photo, name, Activity Score, phone or email, how long ago the lead was added, the assigned agent (or Offered to / Unassigned) for managers, and a classification block with Contact Type, stars, interests and deal stage |
| Follow Up | Tasks or calls due, and your last contact (Spoke, Left msg, Call tried or Emailed, with how long ago), or no contact yet |
| Lead Activity | Website visits, properties viewed (with the average price), and searches |
| Conversations | Calls, emails, inquiries and notes |
| In Touch | Whether the lead has a listing alert, market report and campaign. Green means active, gray means not set up, and red means opted out or a delivery problem |
Click a lead's name or photo to open their Lead Dashboard. Use Prev and Next there to work through the same list one lead at a time, and Back to Lead Summary to return with your filters still in place. Click the classification block to change Contact Type, rating, interests and pipeline without leaving the list.
Bulk Actions
Tick the leads you want to act on, or tick the box in the header to select them all. A bar appears showing how many leads are selected, with these actions:
| Action | What it does |
|---|---|
| Reclassify | Change Contact Type, rating, interests or tags for every selected lead. See How to Categorize Your Leads |
| Assign Market Report | Start a monthly market report (when available for your account) |
| Set Up Listing Alerts | Create listing alerts |
| Assign Campaign | Enroll the leads in a drip campaign |
| Assign Agent | Assign the leads to an agent (managers on multi-agent accounts) |
| Export | Download the leads as a file |
| Push to CRM | Send the leads to your connected CRM (when a CRM connection is set up) |
| Archive | Archive the leads |
| Delete | Permanently delete the leads |
Important: Deleting leads cannot be undone. If you might want a lead later, use Archive instead.
Put It to Work
Example: Give Every Lead a Listing Alert
Close the biggest engagement gap in minutes
- Click the No Active Alert Work List.
- Add the Interest: Buyer filter.
- Select all, then choose Set Up Listing Alerts.
Every buyer now gets new listings in their inbox, and each new alert is another reason for them to come back to your website.
Example: Power Through Your Call List
One list, one lead at a time
Click Calls Due Today, then open the first lead. Check their Suggested Actions and Property Engagement, make the call, log it, then click Next. You move through the whole list without ever going back to Lead Summary.
Example: Win Back Leads Who Have Gone Quiet
Re-engage before they forget you
Click Gone Quiet and sort by Properties Viewed (Most First). The leads at the top were once your most active browsers. Select them and use Assign Campaign to start a re-engagement campaign, then call the top few personally.
Frequently Asked Questions
What is the difference between a Work List and a Segment?
Work Lists are built into Buying Buddy and work the same for everyone. Segments are lists you create and save yourself, using any combination of filters. Both update automatically as your leads change.
Why are some Work Lists empty?
The pipeline and Key Lists rely on your classification. If you have not set Interest Types or deal stages yet, those lists will be empty. See How to Categorize Your Leads.
How do I add new leads?
Use Add More Leads button at the top right of Lead Summary. See Adding Leads and Clients and Lead Import Options.