Agent Dashboard – Leads – favethemes

The Leads section is designed to help agents manage all potential clients in one place.

Each lead represents a person or company that has shown interest in a property or contacted the agent through the website.

By keeping leads organized, agents can easily follow up, assign tasks, and move them through the sales pipeline.

Details

From the Leads page, agents can view and manage all their client records.

Each lead entry includes:

Name – The full name of the potential client.
Contact Information – Email and phone number.
Assigned Agent – The agent responsible for this lead.
Source – How the lead was generated (e.g., website form, manual entry).
Status – Current stage of the lead (e.g., New, Contacted, Converted).
Last Contacted Date – The most recent interaction with the client.
Notes – Additional comments or details related to the lead.

How a Lead is Collected

Leads can be generated from multiple points across the website and property listings. Houzez automatically records them into the dashboard from the following sources:

Contact Agent Form – Located in the property sidebar.
Contact Information Form – Shown in the property content under the agent's contact details.
Agent Contact Form – Available on the agent detail page. When clicking the "Send Email" button, a popup form is displayed.
Contact or Inquiry Form (Elementor Widget) – If you have added the Contact and Inquiry form widget on any page, leads will be collected from there as well.
Schedule Tour Form – Found on the Property Detail page. When a customer schedules a property tour, it is added as a lead in the Activities section.

Adding a New Lead

To manually add a new lead, click Add New Lead. A form will open where you can enter detailed information about the client.

The form is divided into sections:

Information

Title* – Prefix for the lead (Mr, Mrs, Ms, Miss, Dr, Prof, Mr & Mrs).
Full Name – Complete name of the lead.
First Name – Lead's given name.
Last Name – Lead's surname.
Type – Role or type of contact (e.g., Buyer, Seller, Agent).

Contacts

Email – Contact email address.
Mobile – Mobile phone number.
Home Phone – Optional home phone number.
Work Phone – Optional work phone number.

Address

Address – Street address.
Country – Country of residence.
City – City of residence.
County / State – County or state.
Postal Code / Zip – Postal or ZIP code.

Source

Source – Where the lead came from (Website, Newspaper, Friend, Google, Facebook).

Social

Facebook – URL to the lead's Facebook profile.
Twitter – URL to the lead's Twitter profile.
LinkedIn – URL to the lead's LinkedIn profile.

Private Note

Private Note – A free text area to add internal notes about the lead (e.g., preferences, first impression, or follow-up reminders).

After filling out the required information, click Save (or Create Lead) to add the new record to your Leads dashboard.

Editing a Lead

Each lead entry includes an Actions menu (⋯) with three options:

Detail – Opens the full Lead Detail page with all available information.
Edit – Allows updating contact information, status, or notes.
Delete – Permanently removes the lead from the system.

Lead Detail Page

Clicking Detail provides a complete profile of the selected lead.

This includes:

Basic Information – First name, last name, email, phone number, type (buyer/seller), and message.
Details – Additional contact numbers, home/work info, and lead source (e.g., property page where the inquiry was submitted).
Realtor Info – If assigned, the agent responsible for this lead.

Tabs in the Lead Detail View

At the top of the detail page, several tabs help organize lead-related data.

Inquiries – Displays the inquiries made by the lead, including property type, price range, and number of bedrooms.
Listings Viewed – Shows the listings the lead has viewed on the site, giving insight into their interests.
Saved Searches – Lists any property searches the lead has saved for later reference.
Notes – A place to add and review internal notes about conversations, follow-ups, or client preferences.

Import and Export Leads

The Leads section also supports Import and Export to simplify data management.

Import – Upload leads in bulk using a CSV file.
- Prepare your CSV with properly formatted column headers (e.g., Name, Email, Phone, Status).
- Go to Import, choose your file, and click Upload.
- Once uploaded, the system will display a list of previously imported files.
Export – Download your leads as a CSV file for backup or external analysis.
- Click the Export button to generate a file with your current leads data.

This functionality ensures easy transfer of leads between systems or for reporting purposes.

Practical Use

The Leads section helps agents:

Keep all client data organized in one central place.
Track how leads are progressing through different stages.
Ensure consistent follow-up by assigning statuses and recording notes.
Improve efficiency by converting qualified leads into Deals.

By actively managing leads, agents can reduce missed opportunities and maintain stronger client relationships.