Where do I find the leads from my website?

Every enquiry from your website’s contact, listing and home valuation forms lands in Leads in your admin, where you can search, filter, contact the person and track follow-up.

Plan
Every plan
Updated
In your admin
my.realtyterminus.net/leads (opens in a new tab)

Leads is your inbox. New enquiries have a dot next to them, and the dashboard shows Leads this week and your Recent leads.

Steps

  1. Open Leads

    Click Leads in the menu (under Business).

    The Leads inbox: a list of leads on the left and the selected lead’s message, details and status on the right.
  2. Find a lead

    Type in Search leads to search names, emails, phone numbers and messages. Use the status chips (All, New, Contacted, Archived) and the All sources menu (Contact form, Listing inquiry, Home valuation) to narrow the list.

    The search box, CSV button, status chips and source filter above the lead list.
  3. Open the lead

    Click a lead to see their message, contact details, the listing they asked about and the page they sent it from. Use Call, Reply or Copy to get in touch.

  4. Set the status

    Under Status click Contacted once you’ve been in touch, or Archived when you’re done. Add Private notes to remember details such as “pre-approved”.

    A lead’s name, contact buttons Call, Reply and Copy, and the New, Contacted and Archived status buttons.

Questions

Do I also get leads by email?

Yes, new enquiries are emailed to the contact email on your website as well. Leads keeps them all in one place.

Where are people who signed up for listing alerts?

Choose Subscribers (alerts) in the source menu. See How to see who signed up for listing alerts.