Navigating the Leads Table
The Leads Table is your hub for every lead sent through a lead promotion (not conversion promotions).
It helps you keep tabs on what’s happening with your leads—without needing to chase down updates.
What you’ll see:
Total Leads: A quick count of all the leads you’ve submitted.
Name, Email, Phone: Core details about the lead.
Agent: Who submitted the lead.
If it shows your name, you submitted it.
If it shows your partner’s name, the lead came from their client-facing form (like a realtor linking their Preferred Partner Program on their website).
Check out your preferred partner program by navigating to your profile settings ➡️ Open Network Page
Submission Date: When the lead was submitted.
Status: Dynamically updates as your partner works the lead (Pending, Contacted, Scheduled, Won, etc.). This real-time view keeps you in sync and shows you progress at a glance.
Contact Icons: Email, phone, and chat shortcuts—tap an icon to instantly follow up with the lead.
How to Sort + Filter
Search by Name: Quickly locate a specific lead.
Filter by Date Range: View only the leads submitted within a chosen window.
Why It Matters
The Leads Table makes it simple to monitor the health of your partnerships. With live status updates and one-click outreach, you’ll always know where leads stand and can step in when needed.