Lead Board Columns Explained
Each column represents a different lead status:
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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
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Drag the lead card to the Interested column.
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Add a note using the note icon for context.
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Click Submit to save changes.
Attempted to Contact → Not Interested
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Drag the lead card to Not Interested.
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A prompt will appear to select a reason for the status change.
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Select the reason and click Submit to confirm.
Interested → Offer Made
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Move the lead to Offer Made.
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A form will appear to enter the offer details, such as price and financing information.
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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:
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Prioritize leads that have engaged recently.
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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.
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This ensures you maintain a clear history of all interactions, including contact attempts, responses, and deal discussions.
You can check more information about how to use the notes feature effectively here:
Best Practices for Managing Leads
Follow these tips for efficient lead management:
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Document Every Interaction: Use notes to log calls, messages, and responses.
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Review “Not Interested” Leads Regularly: Look for common objections to improve outreach strategies.
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Monitor “Offer Made” Leads: Respond quickly to active offers to keep negotiations moving.
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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:
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Wholesaler Support (email): support@investorlift.com
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Live Chat: Available in your bottom-right corner
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