The Lead List page doesn't give you a significant amount of information per lead. For that, you'll want to go here, to the Lead Activity page, which you can access by clicking the lead's name.
The Lead Activity page gives you an enormous amount of valuable data pertaining to the lead's search activity on your web site. Care to view all of your lead's rated properties? Want to view statistical data based on your lead's property searches, such as average price or preferred zip code? Interested in finding out whether or not your lead is opening your marketing emails? All of this information is available on the Lead Activity page.
We'll cover this important page from top to bottom.
At the top, you'll see your lead's name, phone number (if provided), and email address. You'll also notice a link to "Resend welcome email?". Click this link to send the New Registration notification email to the lead. They should've already received this email when they first registered on your site, but if for any reason they missed it, you can always resend it from here.
The next section of the Lead Activity page is Email stats. Here you can view aggregate data for any drip and blast emails you've sent out in the last thirty days. This includes property suggestion emails as well.
The Lead Activity page also compiles property data based on your lead's saved searches, as well as their viewed and rated properties. This gives you a great opportunity to see what types of properties and locations your leads are searching, allowing you to customize your approach to exactly what they're looking for.
Finally, the Activity Stream provides a chronological view of the lead's activity on your site. While "All Activity" is the default view, you can also filter with more specificity, such as by "Rated Properties" or "Saved Searches."
If the lead originated from Zillow, Trulia, or one of many other third-party integrations via a Zapier trigger, as long as a valid MLS number is passed through our API, the Property Inquiry event will be displayed in the lead's Activity Stream.
To view the Lead Details page, click the "Details" link above the Activity Stream. From there you can view or edit all of a lead's contact information, add notes, assign Tags, and view lead registration information.