The Lead Info Tab

The Lead Info tab centralizes the lead-related information contained within a contact record. In the case of web-based or automatically assigned leads, some or all of the Lead Info tab is automatically populated by incoming lead information.

Topics related to this screen
Fields available on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Contacts	From the Contact Record screen, click the Lead Info tab.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Contacts	Editing a Contact

FIELDS AVAILABLE ON THIS SCREEN
FIELDSET	FIELD	COMMENTS
Lead Management	Lead Type	Buyer, Seller, or Buyer and Seller
	Source	The Lead Source, Sub Source and Other Source can be used to define Auto Apply Plan Rules for incoming leads.
	Sub Source	See Source description above.
	Other Source	See Source description above.
	Urgency	The urgency settings are for your personal use only and are not displayed or used by other parts of the Top Producer system.
	Assigned To	Member of team accounts will be able to reassign leads to other members, assuming that they have access rights to perform such a function. Click View Assigned Leads to view the number of leads assigned to each agent, and the agent's preferred contact method.
Lead Qualification	Ready to Transact	The date range that best describes when the lead will buy or sell their home. This value, along with the Interest Level, helps 8i determine the Lead Quality. The Set on field displays when the Ready to Transact value was originally set. The Transaction Dates displays the dates when the lead will likely buy or sell their home. More Info: Start Date: Based on the Set on field and the date range you specify in the Ready to Transact field. End Date: Based on the start date and the date range you specify in the Ready to Transact field. Example: The Set on value is September 15th, 2009, and you select 3-6 months from the Ready to Transact drop-down list. The Transaction date range's start date is December 15th, 2009, and the end date is March 15th, 2010. Click Use Today's Date to recalculate the Transaction Dates. The Set on date changes to today's date, and the Transaction Dates update accordingly.
	Interest Level	Select how enthusiastic the lead is about buying or selling their home. This value, along with the Ready to Transact value, helps 8i determine the Lead Quality.
	Financing Approved	Select whether the lead's financing has been accepted.
Buyer Preferences		Fields available: Price Range (From > To), House Style, Area of Interest, Square Footage, # of Bedrooms, # of Bathrooms, Parking, Features, Amenities, Distance to School and Additional Requests. These fields will often be auto-populated by incoming web leads. The property defined by these leads can be used to design MLS searches or hotsheets.