At the top of the Lead Detail Record, as an agent, you can:
- Edit their profile information.
- Update their status to either New, Active, Engaged, Pending, and Sold.
- Quick navigation allowing you to jump to a specific section within their Profile or Activity.
The Lead Detail Record is broken up by two sections: Profile and Activity.
Within the Profile section, as an agent, you can:
- Text, Call, Email, or Invite to your site.
- Edit Tags and Notes.
- Edit Tasks.
- Edit Docs.
- Edit Buying or Selling Preferences.
- View who the Lead is assigned to and their Permissions.
- Archive the Lead.
Within the Activity section, as an agent, you can:
- View their Saved Searches, Favorited Listings, and Viewed Listings.
- Created a New Saved Search.
- View all Communication and History.