Leads

Open Leads in the sidebar. The page has the add-lead form at the top and the pipeline below it.

Where leads come from

• Added by hand with the form on the Leads page.
• Your website, through the embeddable enquiry form, with the source and campaign tags recorded.
• The agent portal — the enquiry form on the shared link, or an agent's own registration. Leads from an agent show "via" and the agent's name.
• The booking widget — every viewing booking creates a lead at the Viewing stage.

New leads notify owners, admins and sales staff — or, when a routing rule assigns the lead, only the person it goes to.

Add a lead by hand

1. Fill in the name, and the email, phone and budget if you have them.
2. Pick the Source: Website, Facebook, Instagram, Google Ads, Referral, Broker or Other.
3. Add any notes and select Add lead.

The pipeline

Leads are shown in seven columns: New, Qualified, Viewing, Negotiation, Reserved, Sold and Lost. Change a lead's stage with the stage menu on its card. On a phone, scroll the board sideways.

Select a lead's name to open its page.

The lead page

• Details — email, phone and notes.
• Assigned to and Qualification — who handles the lead, and its project, language, timeline, purpose, bedrooms and budget. See Lead routing, matching and alerts.
• Matching units — available units that fit the lead, cheapest first, and E-mail alerts — whether the person agreed to e-mails about fitting homes. See E-mail alerts to leads.
• Attribution — the source, the agent who brought the lead, the page and campaign tags (utm_source, utm_campaign …) it came in with, and whether it arrived through an embedded form.
• Activity — the history of contact with this person. Use Log activity to record a call, email, meeting or note.
• Privacy — export or erase this person's data. See Privacy tools.

Convert a lead into a buyer

When a lead buys, convert them. This creates their buyer portal login and links their units.

1. Open the lead and find Convert to buyer.
2. Enter their Login email and an Initial portal password (at least 8 characters).
3. Tick the Units to assign. Only available units are offered; a buyer can own several.
4. Select Convert to buyer.

The lead moves to Sold, the units are marked Sold, and the buyer appears under Buyers. Send the buyer their email and password yourself — bildflow does not email the password.