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Adding Client Cards In My Active Clients
Adding Client Cards In My Active Clients

Learn How to Add Client Cards in Your My Active Clients Tool on Your Dashboard

Updated over 9 months ago

The My Active Clients tool allows you to streamline and enhance your real estate client management process, ensuring easy tracking of clients through various stages of the buying and/or selling process from initial contact to closing. There are 3 methods of adding clients into My Active Clients: You can enter details manually, you can create one automatically using the Offers and/or Listings tool, or you can sync your 3rd party CRM. This guide will walk you through the different methods of adding client cards to your My Active Clients tool.

Methods of Adding Client Cards to My Active Clients

Method 1 - Manually Enter Details

  • Log into your Radius Dashboard.

  • Click My Active Clients under the Transaction Management tab. You'll now be on your Active Client Status page.

  • Click the Add Client+ button in the upper right to open the New Lead box.

  • In the New Lead box, enter the following information.

    • Full Name

    • Email

    • Phone Number

    • Lead Type drop down, select either Buyer or Seller

For Seller Lead Type

  • Select the appropriate Lead Status

  • Click Add Listing+ to populate the Property Listing section.

  • Fill out the property information fields

  • Click Submit on the lower right hand side of the screen.

Note: If you do not yet know the details of the property to be listed, you can skip Add Listing+ and go straight to Submit (You will be able to add property details to the client card at any point).

For Buyer Lead Types

  • Select the appropriate Lead Status

  • Click Add Search+ to add the search criteria of your buyer.

  • Fill out the search criteria fields

  • Click Submit on the lower right hand side of the screen.

Note: If you do not yet know the search criteria of your buyer, you can skip Add Search+ and go straight to Submit (You will be able to add search criteria to the client card at any point).

After clicking Submit, your new client card will appear in the column of the lead status you chose with either a buyer or seller designation based on the lead type you chose when creating the client card.

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Method 2 - Offers/Listings Tool

** Offers Tool - Example:

  • In the My Offers tab, an offer on behalf of client Lindsey Shaw was submitted creating a new client card for Lindsey appearing under the Sending/Receiving Offers column on your Active Client Status page.

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  • Click into the new client card to View Offer. After clicking View Offer you'll see a pop-up that asks you to confirm that you want to view the offer. Click View Offer.

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  • You'll now be re-directed you to your My Offers tab and into the Cover Sheet of the offer you started for that client.

**Listings Tool - Example:

  • Below, you'll see that in the My Listings tab, a listing for client Samantha Bennett was submitted. Once the listing was submitted, a new client card for Samantha appeared under the Sending/Receiving Offers column in My Active Clients.

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  • By clicking into the client card of a client that you've submitted a listing for, you'll have the option to View Listing. After clicking View Listing, you'll see a pop-up that asks you to confirm that you want to view the listing. Click View Listing.

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