Your lead lists hold the properties you've saved from a search or imported from a file. Here's how to work them.
Find your lists
Click Leads in the left sidebar. You'll see your own lists, plus four default lists:
All properties: everything you've saved
Deal pipeline: the properties on your pipeline
Portfolio: deals you've closed
Archived: properties you've set aside
A property can be on several of your lists at once: add it to another with Add selected to a list. An import skips properties that are already on one of your lists. Open any list in List view or Cards view.
Track your outreach
Each property has a lead status: Not contacted, Contact attempted, Contacted, or Not interested. Click the status on a row to change it. To change many at once, tick them, click More actions, then Change status.
Work with several properties
Tick the properties you want. The checkbox at the top selects the page, and Select all in this list selects the whole list. Then:
Skip trace selected: skip trace the owners
More actions, then:
Export CSV: download them (Premium)
Change status
Add selected to a list
Archive selected: moves them to Archived and off your pipeline. They stay on this list too.
Remove selected: takes them off this list only. They stay on your other lists and stages, and your notes and contact info stay saved.
For one property, use the three dots on its row: Add to pipeline, Add to a list…, Add to portfolio, Archive, or Remove.
Rename or delete a list
On the Leads page, click the three dots on a list, then Rename list or Delete list.
Deleting can't be undone. Properties that aren't on any other list, or on your pipeline, move to Archived, so nothing you've skip traced is lost. The default lists can't be deleted.
To start fresh, delete your lists one at a time, or open a list, select all, and click Remove selected.
Need more help?
Email info@theinvestnest.com or use the chat bubble in the app.