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Lead Management

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Last Updated
20th of June, 2011

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Every IDX Broker account includes a full set of Lead Management tools. Use the links below for more information on each feature included in the Lead Management area of your account.

Leads' Saved Searches and Saved Properties.
Customize the Lead Sign Up Form.
Customize the Lead Verification Header.
Request and/or Force Lead Registration.
Import Leads into your account by contacting us directly. We will send you a file that you can use to map lead fields to your IDX Broker lead management fields.

Hot Leads
In Lead Management -> Manage Leads, you have the ability to filter by "Hot Leads." Hot Leads are any leads that have signed up, logged in, or received an email update within a given period of time. You can specify this period of time in your control panel under Lead Management -> Manage Leads. In the Hot Leads Definition field, enter the number of days since the lead was last contacted. Then, you can use the Hot Leads filter in the Jump To menu to display "Hot Leads."

Using the Hot Leads filter allows you to quickly see which leads have recently engaged with your IDX pages. When you filter leads by "Hot Leads" you have a quick sampling of the people who are your most likely prospects.

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