How to Manage Leads on Web

Analyze engagement and conversion metrics for your prospects.

• The Lead Tab: Access deep-dive data by clicking the Lead tab within a contact’s profile.

• Conversion Metrics: Monitor Total Touchpoints, Days as Lead, and Last Contact Date.

• Activity Feed: Review a timeline of recent interactions, such as birthdays or property inquiries.

• Lead Scoring: View the 0–10 score and associated tags to determine "hot" vs. "cold" prospects.