Every form on your Agentr.ee pages sends its leads to one place: My leads. From there you can open a lead, set a status, keep notes and see what the person did on your pages. This article also shows where the email about each new lead is sent.
Before you start
- Everyone can see the My leads list. Opening a lead to see details, change its status or add notes is a Pro feature.
- Leads come in from your quizzes, listicles, lead pages, property pages, website forms and popup.
How to find your leads
- In the sidebar, open Lead gen and click My leads.
- Use the tabs to filter by status: All, New, Hot, Contacted or Closed. Each tab shows a count.
- Type in Search leads by name, email, or phone to find someone.
- Click a lead's name to open their details.
Newest leads are at the top, 20 per page. Click an email address or phone number in the list to email or call.
How to set a lead's status
- Open the lead.
- Pick a Status: New, Contacted, Nurturing, Hot, Closed or Dead.
The status saves as soon as you pick it. Every new lead starts as New. On your dashboard, new leads show under Waiting on you. Click Already replied there to mark them Contacted.
How to add and edit notes
- Open the lead.
- In Add Note, type your note and click Add Note.
- To change a note, click the pencil icon, edit it and click Save.
- To remove a note, click the trash icon and confirm.
Newest notes are shown first. Each lead can have up to 30 notes. At 30, delete one to add another.
How to read the activity timeline
- Open the lead and scroll to Activity Timeline.
- Read each entry, newest first. It shows what happened, when, and the page it happened on.
- Click Load more to see older entries.
You'll see entries like "Submitted a form", "Inquired about a listing" or "Completed a quiz". Quiz entries show the score. Click Show wrong answers to see what they missed. If someone fills in another form with the same email, their existing lead gets a new entry instead of a duplicate lead.
How to edit details or add a lead yourself
- To fix a lead's details, click Edit on the Lead Details card, make your changes and click Save Changes.
- To add someone you met in person, click Add New Lead at the top of My leads.
- Fill in their email and any other details, then click Add Lead.
If a lead with that email already exists, you'll see "A lead with this email already exists." with a link to that lead.
How to choose where lead emails go
Every new lead sends you an alert. By default it's emailed to your account email. On Pro you can change where it goes.
- In the sidebar, click Settings, then open the Leads tab.
- Under Leads collection, choose Via email and type the Email address to use. Or choose Via Zapier webhook.
- Click Save preferences.
Tips
- Set a status right after each call. It keeps your New tab short.
- Mark leads Hot when they're ready to act, so they're easy to find.
- Write a short note after every conversation, so you always know where things stand.
- Check the timeline before you call. A quiz score or a listing inquiry is a great opener.
Free vs Pro
| Free | Pro | |
|---|---|---|
| See, search and filter your leads list | Yes | Yes |
| Lead email alerts | To your account email | To any email or Zapier |
| Open lead details, status, notes and timeline | No | Yes |
| Add a lead yourself | No | Yes |
Common questions
Can I export my leads?
Not at the moment. On Pro, you can send each new lead to Zapier and add it to a spreadsheet or CRM from there.
Can I delete a lead?
Not at the moment. Set the status to Dead for leads you no longer want to follow up.
Can I turn off lead emails?
No. Every new lead sends an alert. On Pro, you can choose which email address or Zapier connection it goes to.
Related articles
Read How to send your leads to Zapier, How to create a lead page (and use it to capture leads) and How to create a quiz that captures leads.