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How to Manage Project Leads

Track and follow up with potential buyers interested in your projects

Last updated: 1/15/2025

Step-by-Step Guide

1

Access Leads

Go to Leads section from your builder dashboard.

2

View All Leads

See all inquiries organized by project. Each lead shows buyer information, project/unit of interest, and inquiry message.

3

Use Kanban View

Switch to Kanban view to visually track leads through stages: New, Contacted, Qualified, Converted, Lost.

4

Update Lead Status

Move leads between stages as you follow up and progress through your sales pipeline.

5

Contact Buyers

Click on a lead to see contact details and reach out to potential buyers via phone or email.

Frequently Asked Questions