Why the Lead Board Is the Heart of Your Deal Flow
The Lead Board on Investorlift.ai helps you move leads through the pipeline, track engagement, and optimize your deal flow. Use it to manage outreach efficiently and never lose track of a buyer.
Watch the quick tutorial below to see the Lead Board in action, then follow the written guide for details.
1. Understand the Lead Board Columns
Each column on the Lead Board represents a different lead status:
New Leads — Inbound and Outbound leads appear together in a single unified column. Each lead is tagged by origin: 🟩 Inbound (Green) for Property Inquiries, Address Requests, and Property Views; 🟦 Outbound (Blue) for high-potential AI-generated leads.
Attempted to Contact — Leads you have tried to reach but haven't connected with yet.
Not Interested — Leads that responded but declined your deal or property.
Interested — Leads showing genuine interest in your deal.
Offer Made — Leads that have submitted an official offer for the property.
👀 What counts as a Property View? A buyer is considered a viewer if they spent more than 30 seconds on the listing page, marked the property as a Favorite, or viewed more than 10 photos.
💡 The Lead Board uses a drag-and-drop interface. The more you work your leads (move them out of the New Leads column), the faster the algorithm surfaces new leads.
2. Receive Outbound Leads in Real Time
Outbound leads flow into your New Leads column automatically - no manual setup required.
The system triggers the algorithm automatically for you.
Leads are dripped in real time as the algorithm discovers them.
The algorithm works harder once you process your current leads - encouraging active pipeline management.
👉🏼 Inbound leads continue to appear instantly whenever buyers engage with your deals.
3. Get Notified When New Leads or Offers Arrive
Animations and sound effects play the moment new leads or property offers appear on the Lead Board - so you can respond before the buyer cools off.
The effect only triggers at the delivery moment on the Lead Board - it does not affect the rest of your workflow.
To experience the new effect, refresh the page.
Toggle sound on or off by clicking the 🔊 sound icon in the upper right corner next to your profile picture.
4. Move a Lead from Attempted to Contact to Interested
When a lead confirms interest, move them forward in the pipeline.
Drag the lead card to the Interested column.
Add a note using the note icon for context.
Click Submit to save changes.
5. Move a Lead from Attempted to Contact to Not Interested
When a lead declines, log it promptly to keep your pipeline clean.
Drag the lead card to the Not Interested column.
A prompt will appear asking you to select a reason for the status change.
Select the reason and click Submit to confirm.
6. Move a Lead from Interested to Offer Made
When a buyer is ready to make an offer, record it directly from the Lead Board.
Drag the lead to the Offer Made column.
A form will appear - enter the offer details including price and financing information.
Complete the form and click Submit to record the offer.
7. Share a Deal with a Lead
Use the Share Deal button on the Lead Board to send the right deal to the right buyer in seconds.
Click the Share Deal button on the lead card.
Copy the public listing link to send through your preferred channel.
Send a pre-formatted email with the deal details directly from the platform.
👉🏼 Want to see what the buyer will see? Click the Preview button beside the lead's address to view the public listing in a new tab.
8. Use the "Last Active" Indicator
Each lead card shows a timestamp like "Last active about X hours ago." Use it to prioritize leads who engaged recently and follow up with buyers who haven't responded in a while.
9. Add a New Lead
You can add leads directly from the Lead Board without leaving the page.
Click the Add Lead button in the main header.
A slide-out drawer will appear from the right side of your screen.
Enter the lead's details and click Submit.
A "Lead Saved" confirmation will appear and the new lead card will appear at the top of the Attempted to Contact column.
Drag and drop the lead into the appropriate stage: Interested, Not Interested, and so on.
10. Add Notes to a Lead
Use the note icon on any lead card to log calls, messages, responses, and deal discussions - keeping a clear history of every interaction.
👉🏼 Learn more: Using Notes on Investorlift AI: A Complete Guide.
11. Best Practices for Managing Leads
Use these tips to keep your pipeline organized and your outreach effective:
Document every interaction: Use notes to log calls, messages, and responses.
Review "Not Interested" leads regularly: Look for common objections to improve your outreach strategy.
Monitor "Offer Made" leads closely: Respond quickly to active offers to keep negotiations moving.
Share deals proactively: Use the Share Deal button to surface relevant listings to your most engaged buyers.
Use "Last Active" timestamps daily: Let them guide your follow-up priorities.
The more actively you work the Lead Board, the smarter and faster the system gets at surfacing new opportunities. If you have any questions, our support team is here to help.