Work your leads list
Every active lead on one list, with the stage, the property, the AI score and the next step on each row. Filter by stage, sort, and move a lead forward from its own menu.
On this page
Have the lead name or contact information and the intended rental ready. Check Active and Archived before adding the same person again.
Review the leads list
Open Leads and choose Active or Archived. Open a lead name to review the inquiry, contact details and recorded activity.
Choose the next action
Use the row action menu to message the lead, invite them to apply or invite them to a showing. Review the recipient and rental in the next screen.
Keep the list organized
Use Mark as Contacted or Archive when appropriate. Open Archived to find a lead you set aside and use Unarchive when needed.
Check the result
- The lead row or profile shows the recorded activity and current list state. An invitation still needs to be completed by its recipient.
FAQs
How do I move a lead between pipeline columns?
The current Leads screen uses a list with Active and Archived views. Use the row menu for contact, invitation and archive actions instead of dragging a card.
Why is the lead not in Applicants yet?
An inquiry or invitation is not a submitted application. Review the lead activity and invitation before looking for a completed application in Applicants.