• Lead Board Columns Explained
• Moving Leads on The Lead Board
  • Status Transitions
• Using the “Last Active” Indicator
• Notes and Communication Tools
• Best Practices for Managing Leads
• Contact for Support

Lead Board Columns Explained

Each column represents a different lead status:

• Outbound
  Leads you are actively reaching out to.

• Inbound
  Leads who have contacted you first or submitted interest in a property.

• Attempted to Contact
  Leads you have tried to contact but have not successfully reached yet.

• Not Interested
  Leads that responded but indicated they are not interested in your deal or property.

• Interested
  Leads that have shown genuine interest in your deal or property.

• Offer Made
  Leads that have submitted an official offer for the property.

Moving Leads on The Lead Board

The Lead Board uses a drag-and-drop interface for simple and intuitive lead management. Moving leads between stages is quick and visually clear.

Status Transitions

Attempted to Contact → Interested

• Drag the lead card to the Interested column.

• Add a note using the note icon for context.

• Click Submit to save changes.

Attempted to Contact → Not Interested

• Drag the lead card to Not Interested.

• A prompt will appear to select a reason for the status change.

• Select the reason and click Submit to confirm.

Interested → Offer Made

• Move the lead to Offer Made.

• A form will appear to enter the offer details, such as price and financing information.

• Complete the form and click Submit to record the offer.

Using the “Last Active” Indicator

Each lead card shows a timestamp like “Last active about X hours ago.”

Use this to:

• Prioritize leads that have engaged recently.

• Identify and follow up with leads who have not responded in a while.

Notes and Communication Tools

You can add notes directly to a lead card using the note icon.

• This ensures you maintain a clear history of all interactions, including contact attempts, responses, and deal discussions.

Best Practices for Managing Leads

Follow these tips for efficient lead management:

• Document Every Interaction: Use notes to log calls, messages, and responses.

• Review “Not Interested” Leads Regularly: Look for common objections to improve outreach strategies.

• Monitor “Offer Made” Leads: Respond quickly to active offers to keep negotiations moving.

• Act Timely: Use “Last Active” timestamps to guide your daily follow-ups.

Contact for Support

If you still have questions or encounter issues, we're here to help.

Contact Us:

• Wholesaler Support (email): support@investorlift.com

• Live Chat: Available in your bottom-right corner
   

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