MicroSite Leads (Direct)

All captured leads are automatically converted into contacts, ready to be asigned to a staff member and be added to your pipeline.

All MicroSite Leads are conveniently converted into a contact and delivered to the dedicated “MICROSITE LEADS” tab in your account. Here, you can:

• Clearly see all MicroSite direct leads: Easily access and review all incoming leads in one central location.
• Effortless lead assignment: Seamlessly assign leads to specific team members for efficient follow-up.

Every link generated is unique and links back to the user who created it, allowing admin and staff to easily track what they have sent and monitor the leads generated from their links.

Admins can oversee this in the “MicroSite Leads” Tab.

What if a client fills in the MicroSite Contact Form?

1. Receive a New MicroSite Lead

• When you receive a new MicroSite Lead, you’ll see a notification indicated by a small number in the MicroSite Lead tab.
• The new lead will appear in bold until you open it. If the contact is assigned to a staff member, it will be unbolded when the agent opens the lead.

2. Automation

• The new lead will automatically be converted into a contact.
• This contact will be saved with the appropriate category automatically, such as “Buyer”, “Long Term”, etc.
• The enquiry will be linked to both the contact and the property enquired about for easy access and management.

3. Assigning a Staff Member to the New Lead

• From this point, you can assign a staff member to manage the new lead.
• If the contact already exists in the system:
  – The contact will be updated with the property they have enquired about and their message and you will receive a notification in the same manner.

Learn what the MicroSite is and how to share MLS properties with clients here.

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