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Lead Details Page - View Lead Information and Manage Follow-Ups

View a lead’s information, activity, and follow-up tools from one central page.

Check Out Our Video Tutorial

When a lead signs up on your Real Geeks website or is added to the CRM by an agent, the CRM creates a dedicated Lead Details page for that person.

This is where agents can:

  • Communicate with a lead

  • Review Geek AI summaries and recommended next steps

  • See the lead’s website activity

  • Plan and manage follow-up

  • Record the information your team needs to build the relationship

Need to Know

  • The page brings together the lead’s contact information, website activity, communication, and follow-up tools.

  • Open a Lead Details page by clicking the lead’s name in the CRM.

  • Geek AI Insights provides a Lead Summary and recommended Next Step.

  • You can filter Activity History and pin important activities for quick access.

Table of Contents

Review the Lead Overview (Snapshot)

The top of the Lead Details page gives you a quick look at key information before contacting the lead.

lead-detail-snapshot

This may include:

  • Phone number

  • Email address

  • Mailing address

  • Last website activity

  • Last contact date and time

  • Urgency

  • Status

  • Type

  • Timeframe

Urgency, Status, Type, and Timeframe help you understand where the lead is in their journey. Keeping these details updated also makes it easier to organize your Leads List and prioritize your follow-up.

You can use the available communication options to call, text, email, or chat with the lead from their page.

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Use Geek AI Insights

Geek AI Insights summarizes what is currently known about the lead and provides the agent guidance about what to do next.

geek-ai-insights

The Lead Summary brings together useful information from the lead’s profile and Activity History. The recommended Next Step suggests an action you should take based on that information.

These insights can help you identify recent activity, understand the lead’s interests, and prepare for a more relevant conversation.

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Review Activity History

Activity History shows what the lead has done on your website and how your team has communicated with them.

lead-detail-activity-history

Website Activity That Appears in the Activity History:

  • Properties viewed

  • Properties favorited

  • Searches performed

  • Market Reports viewed

  • Home valuation requests

CRM Activity That Appears in the Activity History:

  • Calls

  • Text messages

  • Emails

  • Chat messages

  • Notes

  • Follow-Ups

  • Profile updates

  • Changes made by an agent

You can filter Activity History to focus on specific actions, such as communication, property views, or searches.

Filter Activity History

Use the filters to focus on the activity you need, such as communication, property views, or searches. This saves time when reviewing a long history and helps you quickly find the details most useful for your next conversation.

For example, filter by property activity to see what types of homes the lead has been viewing. You can reference those properties or ask whether their search needs have changed.

lead-detail-activity-filter

Pin Important Activity

Pin an important property, message, note, or event to keep it near the top of Activity History. This prevents useful details from becoming buried as new activity is added.

Pin anything you may want to reference later, such as a favorite property, an objection, a planned move, or a request from the lead. Before your next call, review the pinned activity for a quick reminder of what matters most.

lead-detail-activity-pin

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Manage Lead Information

The Information section helps you understand who the lead is, what they need, and how you can serve them. Keeping these details updated can enable you to have more relevant conversations and help you identify opportunities that may otherwise be missed.

lead-detail-info

Tip: Arrange the page your way

You can reorder all of the menus in the Information and Engagement sections. Hover over a menu, click and hold the six-dots, and drag it into place.

lead-detail-reorder

  1. Hover your cursor over the menu you want to move.

  2. Click and hold the six dots.

  3. Drag the menu to your preferred position.

  4. Release it to save the new order.

Move the tools you use most often toward the top so they are easier to access.

Important Notes

Record details that can help you build the relationship, such as the lead’s goals, concerns, motivation, or preferred way to communicate. Reviewing these notes before reaching out will make your conversations feel more personal.

Search Criteria

Record the lead’s preferred location, price range, property type, and other needs. Clear search criteria helps you recommend more relevant properties and recognize when a strong opportunity becomes available.

Activity Stats

See how often the lead views properties, performs searches, and returns to your website. Increased activity is a sign that it is time to reach out and start a conversation.

Contact Information

Keep the lead’s phone number, email address, and mailing address up to date. Complete contact information gives you more ways to stay connected and prevents opportunities from being lost.

Important Dates

Record dates such as a birthday, closing anniversary, or planned move. These dates can create natural reasons to reconnect with the lead at the right time.

Tags

Use Tags to organize leads by their interests, needs, or place in your follow-up strategy. A consistent Tag system makes it easier to find groups of leads and send them relevant information.

Secondary Contacts

Add a spouse, partner, co-buyer, or another person involved in the home buying or selling decision.

Lead Assignment

Shows the current agent (and lender, if applicable) to whom the lead is assigned.

Source

Tells you where the lead originated, such as your website, an advertisement, an import, or another lead source.

Tracking Source information can help you understand which marketing efforts are bringing leads into your business.

 

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Use the Engagement Tools

The Engagement section helps you stay connected after a lead enters the CRM.

Because many online leads are not ready to move immediately, consistent and useful follow-up can help you earn their business when the time is right.

detail-page-engagement

Follow-Ups

Schedule a one-time or recurring Follow-Up so you know when to contact the lead again. This helps you stay organized and prevents interested leads from being forgotten during a busy day.

Workflows

Add the lead to an automated communication campaign, called a Workflow in the CRM. Workflows help you maintain consistent communication over time, even when a lead is months away from making a decision.

Saved Searches

Create a Saved Search based on the lead’s search criteria. Relevant property updates give the lead a reason to return to your website and create natural opportunities for you to start a conversation.

Market Reports

Send regular updates about activity in a selected market. Market Reports can help buyers and sellers follow local changes while positioning you as a useful source of real estate information.

Valuation Reports

Review the Home Valuation reports generated for this person through the EstateIQ tool. These reports give your leads valuable insights about the value of any properties they currently own. Remember: many buyer leads are also seller leads.

SMS/Email Opt Outs

Review whether the lead can receive text messages. Respecting the lead’s communication preferences helps protect trust and lets you focus on the contact methods available to you.

Review your lead communication preferences. Know what they've opted out of, and identify other channels of communication with your lead.

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Frequently Asked Questions

  • How do I open a Lead Details page?
    Click the lead’s name from the Leads List, Lead Feed, or another area of the CRM where the lead appears.

  • What happens to Classic View and New View?
    The updated Lead Details page replaces both views. The option to switch between views will no longer be available.

  • Can I choose the order of the Information sections?
    Yes. You can reorder these sections under the Info and Engagement tabs to keep the information you use most near the top.

  • Can everyone change the agent assigned to a lead?
    No. Only agents with Admin or Team Leader roles can adjust the assigned agent.

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