GuidesLead Management
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Lead Management
Track, nurture, and convert leads with AI-powered follow-ups
6 min read5 steps
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Track, nurture, and convert leads with AI-powered follow-ups
In this guide
The Leads screen shows all your contacts grouped by date. Each lead card displays their name, initials avatar, time since contact, their message preview, and a color-coded status badge (New, Contacted, Qualified). The count badge on the filter pills shows how many leads are in each category at a glance.
Use the filter pills at the top to quickly sort your leads: All (total count), New (fresh contacts needing attention), Contacted (you've reached out), and Qualified (strong prospects). Each pill shows its count so you can prioritize at a glance.
Pro tip:Check your New leads every morning. These contacts have shown buying signals and respond best to quick follow-up.
Tap any lead to open their detail card. You'll see their avatar, name, status badge, lead source (QR Code, Open House, Landing Page), and capture date. One-tap action buttons — Call, Text, and Email — let you reach out instantly. Below that, their full contact information (phone and email) is displayed with tap-to-action links.
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Scroll down on any lead's detail view to find AI Follow-up. Toggle between SMS and Email, then tap "Generate Message" to create a personalized outreach message based on the lead's source, message, and context. Below that, update the lead's status with a visual grid: New, Contacted, Qualified, Showing Scheduled, Offer Made, Closed, or Lost. Add private Notes at the bottom for your reference.
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Team and Brokerage plans unlock automatic lead routing. Set up rules to distribute incoming leads based on geography, price range, property type, or round-robin. New leads are automatically assigned to the right agent on your team.
Download ListingOS and follow along with this guide.