Welcome to the Buying Buddy guide to managing your leads.
Buying Buddy does more than store your contacts. It watches what every lead does on your website and in your emails, tells you who to call and why, and helps you keep every lead moving toward a closing.
This guide follows the way successful agents work their leads, in six steps. Each step explains how Buying Buddy helps, and links to the articles with the details.
| Step | The question it answers | Where you do it |
|---|---|---|
| 1. Capture | How do leads get into Buying Buddy? | Your website, imports and integrations |
| 2. Prioritize | Who needs my attention today? | Dashboard Home, Activity Center, Suggested Actions |
| 3. Understand | What does this lead want? | Lead Dashboard, Property Engagement, Activity and Listings tabs |
| 4. Classify | Who is this person to me, and where is the deal? | Contact Type, Interest Type, pipelines, rating and tags |
| 5. Engage and Nurture | How do I stay in touch without doing it all by hand? | Listing alerts, drip campaigns, tasks and the Communications tab |
| 6. Convert and Track | What business is coming, and is anything slipping? | Work Lists, deal stages and forecasts |
1. Capture Your Leads
Every lead that signs up on your website, submits a form or arrives from another source lands in Buying Buddy automatically, ready to work.
Adding Leads and Clients
Get your existing contacts into Buying Buddy:
- Add a lead by hand
- Bring in your past clients and sphere
Lead Import Options
Connect your other lead sources:
- Import from CSV, Zillow, Realtor.com and more
- Connect HighLevel, Zapier and other tools
Lead Capture Form Widgets
Turn website visitors into leads:
- Add contact and lead capture forms to your website
- Control when visitors are asked to sign up
2. Prioritize: Know Who to Call Today
The best time to call is while a lead is actively looking. Buying Buddy scores every lead on their behavior and surfaces the ones who need you now.
Your Dashboard Home
Start every day here:
- Hot Leads with a score of 70 or more
- Key Metrics for the last 7 days
- Lead Health gaps to fix
The Activity Center
Dig into what your leads are doing:
- Filter by Contact Type, deal stage, interest and rating
- Spot trends with the trend chart
Suggested Actions
Your next best step for every lead:
- Call Now when a lead is highly engaged
- One-click fixes for missing alerts and campaigns
3. Understand: See What Each Lead Wants
Before you pick up the phone, see exactly what the lead has been doing and what they are shopping for, so every conversation is relevant.
Introduction to the Lead Dashboard
Everything about one lead on one screen:
- Header, quick actions and status bar
- Notes, tags and management panels
Property Engagement
What they are really shopping for:
- Price sweet spot and top locations
- Whether they are heating up or cooling off
The Activity Tab
Everything the lead did, and when:
- Views, saves, searches and inquiries
- Showing requests linked to their tasks
The Listings Tab
The homes they keep coming back to:
- Repeat views, saves and ratings
- The lead's own notes on each home
4. Classify: Organize Your Leads
A few seconds of classification powers your filters, Work Lists, Suggested Actions and forecast.
How to Categorize Your Leads
The five ways to describe a lead:
- Contact Type and Interest Type
- Buyer and Seller Pipelines
- Star Rating, Activity Score and tags
- Bulk Reclassify
5. Engage and Nurture: Stay in Touch Automatically
Listing alerts and drip campaigns keep every lead hearing from you, while tasks and the Communications tab make sure personal follow-up never slips.
How to Set Up New-Listing Alerts
Bring leads back to your website again and again:
- Create alerts that match what they browse
- See which alerts are opened and clicked
Attaching Campaigns to Leads
Automate your nurture:
- Enroll leads in drip campaigns
- Enroll many leads at once
The Communications Tab
Your complete conversation history:
- Calls, emails, texts and notes
- Every alert, report and campaign email sent
How to Set Tasks for Lead Follow-up
Never forget a follow-up:
- Schedule calls and reminders
- See what is due today
6. Convert and Track: Work Your Pipeline
Work Lists and deal stages show you what is in your pipeline, what is about to close, and which leads are slipping away.
Lead Summary and Work Lists
Turn your database into focused to-do lists:
- Act Now, Engagement Gaps and Active Pipeline lists
- Filters, sorting and bulk actions
Organize Leads with Dynamic Segments
Save your own lists:
- Create segments from any combination of filters
- Use them for targeted marketing
Deal Stages and Sales Forecasting
See what is likely to close, and when:
- Fixed Buyer and Seller deal stages with win probabilities
- The Sales Forecast report: weighted pipeline and expected closings
Notifications and Reports Sent To You
Stay informed when you are away from your desk:
- Email and text notifications for new activity
- Daily lead activity reports
Playbooks: Put It All Together
Short, step-by-step routines that combine the tools above into the everyday workflows that win business.
Your 10-Minute Daily Lead Routine
Start every day with the right calls:
- Tasks, messages and Hot Leads in order
- Fix one Lead Health gap a day
Responding Fast to a New Inquiry
Turn a request into a conversation:
- See what they asked about, in context
- Respond, complete the task and set them up
Re-engaging Leads That Have Gone Quiet
Win back leads you already have:
- Find them with Work Lists and Lead Health
- Alerts, campaigns and market reports that bring them back
Working a Seller Lead
From first conversation to listing:
- Seller interest, property address and market reports
- Track the listing through the Seller Pipeline
Keeping Your Pipeline and Forecast Current
A 15-minute weekly review:
- Update stages, milestones and close dates
- Read your forecast and act on it
Next Steps
Start small with Your 10-Minute Daily Lead Routine: open your Dashboard Home each morning, call your Hot Leads, and fix one Lead Health gap a day. Consistency is what turns leads into closings.
Next, see the guide on lead nurturing and incubation.
Need help? Log in to your Buying Buddy dashboard and click the Question Mark icon in the top menu.