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Manage Contacts & Leads in Your Professional Dashboard

Track engagement metrics, search and sort contacts, export data, and view each buyer’s activity—all from one streamlined workspace.

Updated over a week ago

The Professional Dashboard is your control center for nurturing clients and monitoring performance. This guide explains how to read key metrics, navigate your contact list, export data, and dive into individual profiles. Screenshot placeholders indicate where to drop your own images.

1. Check Your Key Metrics

At the top of the page you’ll see four stat cards:

Card

What It Shows

Total Downloads

Number of buyers who downloaded a file you shared (e.g., market reports).

Total Contacts

Count of leads you’ve added or invited.

Total Searched Homes

Listings these contacts have viewed.

Total Saved Homes

Homes they’ve favorited.

Mobile Tip: On phones, tap Metrics Overview to slide the stats panel up from the bottom; tap Close to hide it.


2. Search & Paginate Your Contacts

  • Search Bar: Type a name or email—results filter as you type.

  • Pagination Controls: At the bottom, use arrows or page numbers to flip through large lists.


3. Export Your Contact List

Need a CSV for your CRM or mailing tool?

  1. Click Export Contacts in the header.

  2. A toast appears: “Initiating export…”

  3. We’ll notify you (and add a Download button) when it’s ready.

Exports run in the background, so feel free to keep working.


4. View & Edit Individual Contacts

  • Click any row to open the Contact Sidebar.

  • See the buyer’s profile photo (or initials), full name, email, and phone.

  • Tabs show Browsing History and Favorites—perfect for personalized follow-ups.

  • Edit details or remove a contact right inside the sidebar.


5. Invite Your First Contact

If your list is empty, you’ll see a friendly prompt:

  • Tap Copy Invite Link to share a sign-up URL.

  • Or choose Invite Contacts to email prospects directly from HomeHunter.


Quick Recap

  1. Metrics cards summarize downloads, contacts, and client activity.

  2. Search & paginate to find leads fast.

  3. Export contacts with one click—download when ready.

  4. Contact Sidebar reveals each buyer’s journey and lets you edit details.

  5. Empty state nudges you to start growing your network.

With these features, the Professional Dashboard makes it easy to stay organized, spot your most engaged leads, and keep your pipeline moving forward.

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