Using & Filtering the Dashboard
To access the Seller Dashboard, navigate to your left-hand menu bar and select the Seller Leads option.
The Seller Lead Suite is an optional feature, so if you don't see it listed in your menu bar, please reach out to our Support Team and we'll get you pointed in the right direction to discuss getting it enabled for your account!
On the Seller Dashboard page will be a list of home valuations that have been performed on your site. The list includes existing Buyer, Seller, and Buyer/Seller leads as well as Address-Only entries. The Address-Only entries represent visitors that entered their address on the Home Valuation page but left the site before completing the registration form to receive their full home valuation report.
Within the dashboard, you will find similar columns that you see in Lead Central, along with a few that are unique to the Seller Dashboard:
Lead Name | First and Last Name, IP address location, and phone number  Note: as each home valuation performed on your site gets logged as a new entry, you might see multiple entries for the same lead |
| Lead category |
| The address entered when the home valuation was performed  You can view the home valuation report your lead received by clicking on the Seller Property address under this column |
| The automated low-price and high-price estimates of the property  If the low and high estimate was not available at the time the home valuation was performed, you will see "N/A" for these two columns. |
Valuation Date | How long ago the home valuation was performed |
e-Alert | Number and type of e-Alerts setup for the lead |
Latest Communication | Most recent communication logged in this lead's profile |
Take Action | Send an email or log a call  Currently, the texting action is not available under this column, go to Lead Central or the lead profile to take this action. |
Filtering Your Dashboard
On the left side of the Seller Dashboard, you will find options for filtering down your list. Just like in Lead Central, as a Broker/Admin you will have the option to filter the list by Agent. When filtering by Agent, the list will display home valuations completed by leads that are assigned to that Agent.
The other filter options that you have are:
Lead Type | Buyer, Seller, Buyer/Seller or Address-Only |
Seller Property Location | Use this field to narrow down your list based on a specific property address or the area (current options are City or Zip code) of a property |
Seller Property Details |
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Categories |
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If you don't see the option for Address-Only contacts in your account, we would recommend reaching out to the contract holder of your team's account, to see about the possibility of having this enabled for your account!
Filter selections are not sticky and will be cleared automatically when navigating away from the Seller Leads Dashboard.
To manually clear all filters that are in place, use the blue "Reset filter" button at the bottom of the filters list.
Export Leads
If you have Lead Export permissions enabled by the Broker/Owner of your team's account, you will have the ability to export leads and Address-Only entries from the Seller Lead Dashboard into a .csv spreadsheet. Use an export of Address-Only entries to reach out through direct mailers, door knocking, or your team's preferred method of contact!
After using the left-hand filters to narrow down your leads to a target list, take the following steps to export them:
If you're wanting to export just Address-Only entries, select the Address-Only option under Lead Type in the left-hand filters.
Check the box next to individual leads or click on Select button at the top of the page.
Choose whether to select All or All on Page.
Click on the Export .CSV button to download the file.
How to Add or Remove the Seller Leads Suite
To have the Seller Leads Suite added or removed from your site and CRM, please reach out to our Success Consultants to request adding or removing the Seller Leads Suite via Strategy@boomtownroi.com
For clients in the Onboarding phase, please contact your Onboarding Specialist to request adding or removing the Seller Leads Suite.