THIS IS A DRAFT ARTICLE
Certain activities performed by consumers will result in the recording of the lead's activity in your LAC account, and may also result in a Registration too.
When lead is NOT logged in and a Registration also occurs
| LAC Dashboard Information | Shown in Lead Profile tab |
Shown in Lead History tab |
Shown in Lead Tasks tab |
Notes | |
|---|---|---|---|---|---|
| Register | +1 Newly Registered Lead | Sign up method: Create Account | none | none | |
| Save Property | +1 Newly Registered Lead | ?? | none | none | |
| Save Search | +1 Newly Registered Lead | ?? | none | none | |
| Schedule Showing | +1 Newly Registered Lead +1 Inqury to Process |
?? | ?? | YES | |
| Request Info | +1 Newly Registered Lead +1 Inqury to Process |
?? | ?? | YES | |
| Send to Friend | ?? | ?? | ?? | ?? | |
| Contact Me | +1 Newly Registered Lead +1 Inqury to Process |
?? | ?? | YES | |
| Referral Import | +1 Newly Registered Lead | ?? | ?? | ?? | |
| Lead Capture Form | +1 Newly Registered Lead +1 Inqury to Process |
?? | ?? | YES |
When lead IS logged-in, OR Duplicate
(and so this action gets merged with an existing lead record)
Note this also applies when the lead is not logged in but the details provided identify this as an existing lead, and so the information is merged with the existing record.
| Inquiry +Merge | LAC Dashboard Information | Shown in Lead Profile tab |
Shown in Lead History tab |
Shown in Lead Tasks tab |
Notes |
|---|---|---|---|---|---|
| Save Property | none | ?? | none | none | |
| Save Search | none | ?? | none | none | |
| Schedule Showing | +1 Inqury to Process | ?? | ?? | YES | |
| Request Info | +1 Inqury to Process | ?? | ?? | YES | |
| Send to Friend | ?? | ?? | ?? | ?? | |
| Contact Me | +1 Inqury to Process | ?? | ?? | YES | |
| Referral Import | ?? | ?? | ?? | ||
| Lead Capture Form | +1 Inqury to Process | ?? | ?? | YES |