All iHomefinder accounts provide a lead management system where you can access all your leads, enter notes, see your leads’ activity since their first visit to your site, and more. With any of our IDX solutions for agents, you can access these features instantly on your mobile device using Optima Leads, our mobile app for agents that’s included with your account. The app makes it very easy to keep up-to-date on all your leads’ activity, prioritize your time, and work your leads from anywhere.
Agent CRM Lead Management
Agent plans with our Agent CRM give you additional, powerful tools for lead management. While these may look very simple on the surface, they deliver huge benefits that can save you a ton of time and increase your productivity. When used effectively, you might even start to feel like you have more time for your life outside of work!
Here’s a list of these additional lead management options with the benefits you can expect from each. You can start using them today in your Agent CRM by following the “Learn more” links provided for each feature.
Edit A Group Of Leads
This is a great time saver for making many types of changes across any number of records in one step. There are so many ways this feature will make your life much easier. Once you select a group of leads manually or by using our powerful filtering tools (keep reading below to learn more about that), you have a list of options for your selected leads:
- Add tags – Select tag(s) you want added to the leads selected
- Remove tags – Select a tag you want removed from the leads selected
- Update Pipeline Stage – Change the pipeline stage for all leads selected to the stage chosen
- Add to Campaign – Add all selected leads to a Marketing Automation Campaign
- Delete – Delete all selected leads, you will be prompted to confirm you want to delete all leads
- Export to CSV – Download a CSV file with lead detail information for all leads selected
Use Lead Tags
Tags are the single most important tool for working faster and organizing your leads and acting on them. Of all the features we talk about here, this is one of the most important ones to master. You will use Tags on lead records to make tracking, filtering and categorizing your leads easier than ever. As mentioned above, when you use Tags effectively, you can make changes to multiple lead records in one step with the group editing option. And the great thing about Tags is you can create a Tag for anything you want for categorizing and identifying leads.
Track Your Leads By Pipeline Stage
To track the progress of your work and forecast your closings, you need to see where your leads are in their journey. This is possible by using the Pipeline Stage. If you’re diligent with adding a Pipeline Stage and keeping it updated for each lead, you’ll have an accurate understanding of how you’re performing, where you need to focus your attention, and how to prioritize your time.
Star A Lead
This option is a lot like setting a flag on an email. It helps lead records stand out when you want to quickly find them, either visually or by using the Filters that we discuss below.
Filter Leads
This is another critical time saving tool. You can use Tags and other lead record information to quickly isolate certain lead records in order to take any number of actions, including the group editing options we talked about above.
- Lead Type – Filter leads by Buyer, Seller or Renter type
- Lead Status – Filter leads by Active, Inactive or Deleted lead status
- Starred Leads – Filter leads by whether the lead has a star applied or not
- Subscribed Leads – Filter leads by whether they are subscribed to a campaign/email alert or not
- Lead Source – Filter leads by their lead source
- Tags – Filter leads by tags that are applied to their lead record
Assign And Track Lead Type
Is a lead a Buyer? A seller? A renter? Use this option to put your leads in the right buckets. This is really critical because you need to know what their needs are for your future follow-ups as you work on closing them. This information can also be used to determine which email campaigns would be appropriate for them.
Add Notes And History To A Lead Record
The History tab on your lead records will show all of your items added to the record. There are two types of items you can add to the History which are “Notes” and “Phone Call”. Both options will let you enter comments about anything you want to refer to later and you can filter these items by their type. This makes it very easy to track your progress in making calls to your leads which is so vital to your closing success.
Add A Birthday Or Transaction Anniversary To A Lead
This option helps you develop relationships with your leads on a more personal level and build a rapport. Automated email greetings can also be sent to your leads on these important dates.
Mobile Lead Management
Download the Optima Leads app and start managing your leads on your mobile device today!
Support Resources
Our support center is full of resources like our searchable Knowledge Base and training webinars to help you get the most value from your account. View the Support Center >
Learn More
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