Lead Management

Last updated: 2026-06-193 min read

Creating a Lead

Leads are created through a submission form. Click the "Create Lead" button on the board or in the lead list.

Creation Form Fields

Field	Required	Description
Client name	Yes	Full name of the potential client
Phone	No*	Contact phone number
Email	No*	Client email address
Budget	No	Client's purchase budget
Country	No	Client's country
Messenger	No*	Telegram, WhatsApp, or Viber
Broker comment	No	Internal notes about the lead
Property	No	Link to a real estate property
Recipient	No	Recipient broker (for "Transfer" type leads)

Only the client name is required. You must provide at least one contact: phone, email, messenger, or a profile link (marked with an asterisk). Budget is optional.

Lead Types

Own

A lead created by the broker for personal tracking. Not linked to a specific property. Used for maintaining a personal client database.

Contract

A lead linked to a specific property. When creating, select a property from the list. Commission is calculated automatically based on the contract percentage.

Transfer

A lead transferred to another broker. When creating, specify the recipient. The recipient sees the lead in their CRM marked as "received."

When a potential client fills out a form on a property landing page, the system automatically creates a contract lead. The lead appears in the "New" column with the source "Landing" and is linked to the corresponding property.

Leads from landing pages contain the data the client entered in the form: name, phone, email. This data is automatically populated in the lead card.

Editing a Lead

Open a lead card by clicking on it. In the modal window, you can:

Update the client's contact details
Change the budget and comment
Link or change the property
Set a deadline: Deadlines and Reminders
Send a message: Lead Chat

Visual Indicators

On the board, leads have colored markers:

Black dot — own lead
Orange dot — sent lead (transfer)
Green dot — received lead from another broker

Learn more about the pipeline: Sales Pipeline

Common questions

What is required?

The client name and at least one way to reach them: phone, email, messenger or a profile link. Everything else is optional.

What lead types are there?

Own (for your personal base), contract (tied to a listing, with the commission taken from the contract) and handover (the lead goes to another broker, who sees it marked as received).

Where do leads from landing pages come from?

When a client fills in the form on a listing landing page, the platform creates a contract lead in the New column, tied to that listing and filled in with the form data.

How do I edit a lead?

Click the card: in the dialog you can change the contacts, the budget and the comment, attach a listing, set a deadline and write a message about the lead.

Can I hand a lead to a colleague?

Yes, that is what the handover type is for: you pick the receiving broker when creating it.

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