How do I View my Leads Dashboard?

Click on the lead name to view or edit the lead at any time.

View the lead details on the left and Zillow information on the right.

You can add a reminder for your lead and lock it in to your calendar. Choose a date for your reminder. Select the time you want to be reminded about your customer and add times of how often you want to be notified prior to your reminder. Insert and optional message and save.

You can review or change your existing reminders by clicking on the bell icon.

Check the status of your lead and the last day it was updated.

Build a proposal for your lead or review completed proposals if applicable.

Revisit any uploads linked to your lead for your reference.

If you installed a product that qualifies for a SPIFF, you can be linked directly to the check the status of that here and apply to receive your offer.

Want to learn more on Lead Management? Check out our training videos to learn more on Lead Management and building new proposals.