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  3. VIDEO: Lead Capture and Lead Management Settings

VIDEO: Lead Capture and Lead Management Settings

This video shows how to work with your leads. Specifically how to view the lead's activities and property interests and engage the lead with new-listing alerts, drip campaigns, notes, emails and follow-up tasks.

Note: This video shows an earlier version of the lead page. The ideas are the same, but the screens have changed. For the current layout, see Introduction to the Lead Dashboard.

Updated on October 31, 2026
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