Leads Calendar

Leads Calendar

View your application’s performance, plan, and organize your time with the Leads Calendar.


The Lead Calendar displays the date of any scheduled or canceled appointment that was requested through the appointment module. 

To find the date a customer interacted with and scheduled an appointment, click on Lead List or the customer record displayed on the calendar.

To change to the List view, click the Lead List tab above the calendar.

Using the Leads Calendar

  1. Leads displayed on the calendar can be filtered by using the More Filters button at the top right of the screen. Filters are only available if multiple communities or companies are associated with the user. For more information about each filter, see the Calendar Filters section below.
  2. Toggle between current, previous, and future dates by clicking on the Today button or the directional chevrons at the top left of the calendar.
  3. Change the calendar view from monthly, weekly, or daily using the Month, Week, and Day buttons at the top right of the calendar.
  4. View leads in a list view by clicking on the Lead List tab above the calendar.

Calendar Navigation

Toggle between current, previous, and future dates by clicking on the Today button or the directional chevrons at the top left of the calendar.
  1. Today: Jump to today’s date on the calendar. The current day is highlighted in light blue.
  2. Back chevron: Moves the calendar to the previous time period. The time period is determined by the Month, Week, or Day views at the top right of the calendar.
  3. Forward chevron: Moves the calendar to the future time period. The time period is determined by the Month, Week, or Day views at the top right of the calendar.

Calendar View

Change the calendar view from monthly, weekly, or daily using the Month, Week, and Day buttons at the top right of the calendar.
  1. Month: View leads for an entire month.
  2. Week: View leads for a week beginning Sunday.
  3. Day: View one day of leads.

Calendar Filters

Leads displayed on the calendar can be filtered by using the drop-downs above the calendar to reduce the information displayed and hone in on specific leads.

Filters are dependent on user roles and permissions.

Date Range/Interval: Select a predefined date interval or a custom date range to view leads generated during a specific time period.Agency: Filters results to only include those that are associated with the selected agency or partner(s).
Company: Filters results to only include those that are associated with the selected company or companies.
Business Category: Filters results to only include those that are associated with the selected business category or categories. For example, choose Automotive to display only those leads which were generated for automotive clients. Categories may need to be set by your account manager.
Digital Marketing Area (DMA): Filters results to only include those that are associated with the selected DMA(s).
Ownership Group: Filters results to only include those that are associated with the selected Ownership Group(s). For instance, a property management group may manage a property for a real estate investment group or company. Ownership groups may need to be set by your account manager.
Property Management Company: Filters results to only include those that are associated with the selected management company or companies. For instance, many real estate companies own apartment communities and enlist a property management group to manage one or more properties. Property management companies may need to be set by your account manager.
Region: Filters results to only include those that are associated with the selected region(s). For example, companies with offices across the country may want to see data for different region segments. Regions may need to be set by your account manager.
Lead Status: Filters results to only include those that are associated with the selected status(es).
Lead State: Filters results to only include those that are associated with the selected state(s).
Lead Type: Filters results to only include those that are associated with the selected module(s) or app(s).

There is no filter dependency. If a lead or customer does not match all set filters the lead or customer will not be included in the results.

A search bar allows the user to search for a specific customer within the time period displayed.

Application Tiles

Application Tiles display a snapshot of your company's performance during the selected time period.


New Leads: The number of new leads submitted over the selected time period. This counts each lead submission and may include lead submissions from the same customer.
Tours: The number of appointments requested over the selected time period.
Live Chats: The number of times the Chat Now Call-to-Action button was clicked over the selected time period.
Offer Claims: The number of promotions or incentives claimed over the selected time period.

Viewing Lead Information

  1. Log in to the platform.
  2. Click Leads in the navigation menu.
  3. The Leads Calendar displays in the main window.
  4. Locate and click on the customer’s name to open the Customer Information or Lead Details page.
 
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