Leads Dashboard
A central view that surfaces every buyer ever captured through the agent's IDX surface (registrations, saved properties, saved searches, market subscriptions, contact-form submissions, and property views) with engagement scoring, recency, and filtering controls.
What it does
A central view that surfaces every buyer ever captured through the agent's IDX surface (registrations, saved properties, saved searches, market subscriptions, contact-form submissions, and property views) with engagement scoring, recency, and filtering controls. The leads list is the daily-driver dashboard for agents and the data source the rest of the platform (AI Coach, lead routing, CRM sync) draws from.
Key capabilities
- Engagement scoring based on how often and how recently each lead is active
- Filter by activity recency, date range, minimum engagement, saved-property count
- Per-agent customizable columns and sort order, saved per user
- CSV export of the visible filtered set
- Per-lead detail view with full event history
- Sync controls: push individual leads or bulk-sync to GoHighLevel
Good to know
- Engagement scoring is heuristic, not ML. Confidence is enough to triage but not enough to fully automate routing decisions
- Bulk operations on very large lead sets (10k+) run as background jobs; UI shows status but does not block on completion
Why teams choose this
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Replaces the "spreadsheet of leads" most agents still maintain on the side
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Engagement scoring tells the agent who to call first without manual data crunching
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Bulk sync to CRM eliminates double-entry, so the dashboard stays the source of truth
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CSV export keeps power users happy even if they prefer their own pivot tables