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Contacts

The Contacts view provides a list contacts filtered by status. The list contains an array of information for each contact.

Depending on your Market Leader subscription, the head of the contacts list provides the following filters.

  • Status
  • Groups
  • Type
  • Agent

You can filter contacts by choosing values in any of the drop-down lists. The Groups drop-down list enables you to select multiple values. After selecting one or more values in the Groups list, you must click away from the list to activate the filter. The number in parentheses (e.g. Contacts (25)) indicates the number of contacts that match the current filter criteria. To see more information about a contact, click the contact name. The rest of this topic describes the features of the contact list in more detail.

To Access Contacts List

  1. Log into the Market Leader Admin interface.
  2. In the navigation list, click Contacts.

Contact List

The following tables describe the features of the list.

Columns

Label

Description

Contact

Click the name to go to the Contact Summary.

Agent

If your subscription supports it, you can see the agent that is assigned to a contact. Click an agent name to view Agent Profile.

Looking In

The contact is looking for a home in this city or town.

Phone

Save up to three phone numbers for a contact and be able to quickly distinguish home, cell, and work phones.

Type

Indicates the type of contact, either buyer, seller, or both.

Source

Indicates the channel through which the contact came into the system.

Created

The date a contact signed up on your website or when you added the contact to your account.

Activity

The last time a contact visited your website. If this date is given as a time of day, the visit occurred within the last 24 hours. If it is a date, then the visit occurred more than 24 hours ago.

Time Frame

The contact time frame to buy a home. When a contact registers on your website, they are asked when they intend to buy. The choices are Now, 1-3 months, 3-6 months, 6+ months, or Just looking.

Status

Where the contact is in the home buying process. To change the status for a contact, click in the Status drop-down list and choose a a status type.

Actions

Shortcuts you can click to email a contact or transfer a contact to another agent in the Market Leader system.

Icons

Icon

Tool Tip

Description

Transfer Contact

To transfer the contact to another agent, click the icon and follow the on-screen instructions. At this time contacts can only be transferred to other agents with Market Leader accounts.

Email Contact

To send an email to a contact, click the Email Contact icon and follow the on-screen instructions.

This contact's phone number is ### - ### - ####

Displayed if the contact provided a phone number. Move the mouse over the icon to see the phone number. The phone number also appears on the Contact Summary.

This contact has requested a mortgage preapproval.

This contact requested information on mortgage pre-approval when signing up.

This contact was sent to the Lender.

After requesting mortgage pre-approval, the contact has been linked with a lender.

This contact has # listing alert(s).

The contact receives listing alerts.

This contact's email is NOT working.

The contact email address has not passed our email validation process and does not appear to be a working email address.

This contact is unsubscribed.

OR

This contact is Unsubscribed and Email is NOT working.

The contact has unsubscribed from automatic system email and listing alerts, OR the contact unsubscribed AND their email is not working.

This contact is looking to sell a house.

The contact indicated that they would like to sell a house.

The call center has added comments for this contact

If you subscribe to First Call (RealtyGenerator only), this icon appears when you have a new comment from the call center concerning a contact.

The call center has flagged this contact for immediate contact

If you subscribe to First Call (RealtyGenerator only), this icon appears when you have a new call from the call center and a contact requests that you call them back immediately.

See Also