Overview
If you’re a home service provider partnered with real estate professionals, your Leads table is where all incoming leads from agents are managed.
Updating lead statuses helps:
Agents understand how their clients are being handled
Both sides evaluate lead quality over time
Partnerships stay transparent and aligned
All status updates sync automatically to your partner’s Leads table, so agents always see the most up-to-date information.
Where to Find Your Leads
Toggle Comarketing Mode on
Click Leads in the left-hand menu
Each row represents a lead submitted by a real estate partner (or their client-facing partner page).
How Status Syncing Works
Any status update you make appears instantly in the agent’s Leads table
Agents only see the current status, not previous changes
You can update or reset a lead’s status at any time as the situation changes
This keeps agents informed without extra emails, texts, or follow-ups—and helps them feel confident sending you future clients.
Lead Statuses (What They Mean & When to Use Them)
Won 🏆
Use when the lead becomes booked work or a paying customer.
When marking a lead as Won, you must also enter the deal value.
Lost ❌
Use when the lead doesn’t move forward (unable to reach, declined service, not a fit, long period of time without response, or chose another provider).
Contacted 📞
Use after you’ve reached out to the client by phone, text, or email and are waiting on a response.
Pending 🟡
Use when the lead is new and has not yet been contacted.
Estimating ✏️
Use when you are actively preparing an estimate or quote, but the work is not yet scheduled.
Scheduled 📅
Use when an estimate, inspection, consultation, or service appointment has been booked.
Attempted To Contact 📱
Use when you’ve tried to reach the client but haven’t connected yet (voicemail, missed call).
Entering a Deal Value (Won Leads Only)
Deal values should be entered only when a lead is marked as Won.
Best practices:
Enter the actual revenue from the job, or the expected value if work is upcoming
Use realistic numbers rather than estimates inflated for reporting
Deal values help agents understand:
The real business impact of the leads they’re sending
Which types of services convert best
The overall strength of the partnership
How to Update or Reset a Lead Status
Open the Leads table
Click the lead you want to update
Select the appropriate Status
If marking as Won, enter the Deal Value
Save
The update syncs instantly to your real estate partner.
Best Practices for Working with Real Estate Partners
Update statuses promptly—agents are often tracking client outcomes
Don’t leave inactive leads stuck in Pending
Always enter deal values for Won leads
Use Lost honestly—it provides valuable feedback on expectations and fit
Consistent updates signal professionalism and make agents more confident referring future clients.
Why This Matters
For real estate professionals, leads are about trust.
For service providers, lead statuses are how that trust is maintained.
Clear, accurate lead updates:
Reduce agent follow-ups
Improve lead quality over time
Strengthen long-term lead relationships
Help you stand out as a reliable partner
Managing lead statuses well is part of delivering a strong partner experience—not just closing jobs.