Where Can I Find My Leads?
Thursday, August 30, 2007 - By: Laura Chan
Accessing Your Leads from the Control Panel
Your AgentAdvantage website can be a valuable lead-generation tool. Taking full advantage of these lead generation capabilities is contingent on understanding how to retrieve leads from your site.
Leads come from these places on your AgentAdvantage site: your Contact Me form, Free CMA request, Loan Prequalification, Free Reports, MyHometracker, and Search for Homes.
With each of these lead-gathering opportunities, visitors leave their contact information in exchange for valuable information.
In order to follow up with these leads and, in some cases, provide information necessary for fulfillment of their requests (in the case of free CMA or Contact Me) – you need to know where to find your leads in the Control Panel.
Begin finding your leads by accessing your Control Panel.
Now, in order to find your leads, go to the Leads tab on your Control Panel, then Lead Manager.
The page that opens is your Lead Manager. The Lead Manager collects all of your leads from the lead collection forms and displays them in one place.
As you can see, each lead has its own entry containing name, email, source, date collected. Clicking on the Details tab on the right gives you a snapshot of your lead. Let’s click on the Details tab to take a closer look.
On the details page of this lead, the lead’s contact information appears first. You have name, email, address, phone, lead source (or from which form on your site the lead was gathered). Under the heading Additional Information, you will find information specifically concerning the lead’s home search situation. Also here you’ll see any other additional information the lead may have requested that you’ll need to send to them. Finally on the page, you’ll see any questions or comments the lead had for you.
The information gathered for each lead will depend on the type of contact form the lead completed. If the lead requested a free CMA, you’ll see CMA information in the Details area. If the lead filled out a loan-prequalification form, you’ll see the loan information stored in the Details area.
To organize your leads, you can use the pull-down menu to arrange them by date, name, email address, and source.
Additionally, you can select a lead to add to your address book, delete, or export.
Your address book is a place where you can more permanently store your lead. To store a lead in the address book, click the checkbox next to the lead you would like to move, and then click Add to Address Book.
You can view your address book by clicking on Leads --> Lead Manager --> Address Book. And from this page, you can search for a particular lead, delete unwanted leads, or export to an email or an excel file.
You can export leads from your Lead Manager by clicking the Export Selected. You can then export to an email or download the leads, in either an .xls (excel), or .txt (text) format. You can load these into another computer, or into a PDA.
Containing several lead-gathering forms, your AgentAdvantage website is an excellent lead generation tool. Use your Lead Manager and Address Book to organize your website leads and provide them with specialized and detailed service.
