Leads overview
How leads move through five statuses, where each list lives, and what you can do with a lead.
Leads is your CRM: every buyer, seller, tenant and collaborator your agency works with, each moving through five statuses. Open Leads in the icon bar to see them.
Know the five statuses
| Status | Use it for |
|---|---|
| New | Just arrived and not contacted yet. Every lead starts here. |
| Potential | You have spoken and they are interested. |
| Bad timing | Interested, but not ready yet. Follow up later. |
| Client | Working with you now. |
| Unqualified | Not a fit. Keeps your lists clean. |
Find your lists
The Leads sidebar holds:
- one row per status, each with its count;
- Unassigned (admins): leads nobody owns yet. See Unassigned;
- All leads: every status in one list, or as a board;
- The lists you made or added. See Lists;
- any board you added;
- Calls: your call history and missed calls. See Calls.
On each list, the row above the leads holds the search, Owner (admins), Filter and the List | Board switch. See Working your leads.
What you can do with a lead
- Answer them on email, WhatsApp, Instagram, LinkedIn or Telegram. Everyone waiting is in your Inbox.
- Call them from your browser, one at a time or a whole list. See Call from Fondaro.
- Work them in the right order with your own lists, whose sections say who to call next and why. See Lists.
- Add a task for what you owe them. It goes on your Calendar.
- Take notes, set tags and change their status.
- Find homes for them and send a brochure.
- Open a deal when they are ready to buy. See Deals.
- Ask Fondaro about them: a summary, a draft reply, the next step. See Ask Fondaro.
Who sees which leads
Team members see the leads assigned to them, plus every Collaborator lead, which is shared with the whole agency. Admins see every lead and choose whose with Owner.
New leads are shared out for you: Smart routing gives each new lead to someone on your team, matching their language first. See Unassigned.
Get leads in
- They arrive from your connected inboxes, portal enquiries, your website, Growth and your automations.
- Press Add Lead on any list to add one by hand.
- Bring a file or move from another CRM with Import leads.