Leads, board and follow-up
Every enquiry on one board, phases, tasks, search profiles and follow-up mails for release.
How does the lead board work?
Every enquiry is a card, every column a phase of your organisation. Phases can be renamed. A lead opens as a side panel with call, WhatsApp, email, notes, tasks, exposé activity and the mail history.
Does livelisted write to my leads automatically?
Never without you. livelisted drafts proposals, for instance when an exposé has not been opened after three days or was read without a reply. You approve with one click, in "Tasks", in the lead or in the morning mail. Which rules are active is set under Marketing → Automations.
Can I schedule follow-up mails?
Yes. In the lead, "Schedule follow-up" writes an email that livelisted sends later in your name; replies come to you. "Remind me" creates a task that appears in your morning mail on that day.
What is the search profile?
Budget, property type, rooms, region and purpose of a lead. livelisted compares it with your properties and shows the matching prospects with a score in a property's "Leads" tab. Leads can complete their own profile via a public form.
Can I import existing leads?
Yes, as CSV or Excel via "+ New" → "Import leads". Column names from onOffice, Justimmo and FlowFact are recognised. Contacts without a property land in the contacts pool.
What is a pipeline?
A board without a property: owner acquisition, buyer pools, partner or investor lists. Owners and admins create them on the board under "Pipelines"; a pipeline has its own stages, tasks and notes but no units, no exposé and no portals, and it is free. Once a property comes up, move the lead there with "Move to another project".
What is in the morning mail?
Whom to call today, due tasks, new leads, proposals to approve and reservations about to expire. Which mails you receive is set under Settings → Notifications.
Do sales partners see my leads?
No. Partners see the projects shared with them, units and price lists in the partner portal and can earmark units. Leads stay with your organisation.