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New Lead Flag in the Real Geeks Lead Manager

How the New Lead Flag Works in the Lead Manager and Why It Matters for Speed to Lead

The New Lead Flag in the Lead Manager highlights brand new leads who have not yet received personal outreach. This feature supports one of the most important conversion principles in real estate: speed to lead. When used correctly, the New Lead Flag helps you prioritize follow-up, protect opportunities, and create real conversations that lead to closings.

Need to Know

  • The New Lead Flag appears automatically on brand new leads in the Lead Manager

  • The flag remains active until a qualifying action is logged inside the lead’s profile

  • Adding a lead to a Workflow does not remove the flag

  • The flag works alongside Idle Lead Reassignment if enabled

  • Admins and the Site Owner can manually clear the flag when appropriate

Table of Contents

  1. What Is the New Lead Flag?

  2. What Removes the New Lead Flag?

  3. Admin and Site Owner Privileges

  4. How the New Lead Flag Works with Idle Lead Reassignment

  5. Why Direct Engagement Is Encouraged

  6. Frequently Asked Questions

  7. Need Help?

  8. Related Articles

What Is the New Lead Flag?

The New Lead Flag is a visual indicator inside the Lead Manager that highlights leads who have not yet received personal outreach. It appears automatically when a new lead registers on your website.

By clearly identifying untouched leads, the New Lead Flag helps your team focus on fast response times and protect high-value opportunities.

Where to View the New Lead Flag

You can view the New Lead Flag in two places inside the Lead Manager.

  • On a lead’s profile page

    new-lead-flag-profile

  • On the Leads List page, use the "New" filter to view multiple leads who have the flag in bulk

    new-lead-flag-bulk

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What Removes the New Lead Flag?

The New Lead Flag is removed when a direct action is completed inside the lead’s profile. This confirms that personal outreach has occurred.

The following actions will clear the flag:

  • Send an email from the CRM

  • Send a text message from the CRM

  • Logging a phone call in the CRM

  • Create a Follow-Up reminder

  • Log an activity in the Activity tab

Adding a lead to a Workflow does not remove the New Lead Flag. Automated communication is helpful for consistency, but this feature is designed to encourage at least one personal touch.

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Admin and Site Owner Privileges

All agents can remove the New Lead Flag by completing one of the qualifying actions inside the lead’s profile.

Admins and the Site Owner also have the ability to manually click Clear on the lead detail page.

new-lead-flag-profile

Manual clearing may be helpful when:

  • An agent is temporarily unavailable

  • Leadership needs to prevent automatic reassignment

  • Outreach occurred outside the system and needs to be acknowledged

While manual clearing offers flexibility, direct engagement is still the recommended best practice for long-term conversion success.

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How the New Lead Flag Works with Idle Lead Reassignment

The New Lead Flag works closely with Idle Lead Reassignment when that setting is enabled.

Idle Lead Reassignment, located in the Lead Assignment page, automatically reassigns a lead if no qualifying action is taken within a defined timeframe. If the New Lead Flag remains active when that timeframe expires, the lead may be reassigned to another agent.

new-lead-flag-idle-lead-reassignmentLeadership can intervene before reassignment by:

  • Logging a qualifying action inside the lead profile

  • Manually clicking Clear New Flag

This structure reinforces a proven conversion principle: contacting a new lead quickly increases the likelihood of meaningful conversation.

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Why Direct Engagement Is Encouraged

Automation keeps communication consistent. Personal engagement builds trust.

The New Lead Flag exists to ensure that every new lead receives at least one direct interaction early in the relationship. A quick call, text, or logged action can:

  • Increase the chance of starting a real conversation

  • Demonstrate responsiveness and professionalism

  • Build early momentum in your pipeline

  • Strengthen the impact of your automated follow-up

Your system supports the process. Your personal outreach drives the results.

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Frequently Asked Questions

  • What happens if I ignore the New Lead Flag?
    If no qualifying action is taken, the flag remains active. If Idle Lead Reassignment is enabled, the lead may be reassigned after the defined timeframe expires.

  • Does sending an automated email remove the flag?
    No. Automated emails sent through a Workflow do not remove the New Lead Flag. A direct action inside the lead profile is required.

  • Can a regular agent manually clear the flag?
    No. Standard agents must complete a qualifying action to remove the flag. Only Admins and the Site Owner can manually clear it.

  • Why is the New Lead Flag important if I use automation?
    Automation keeps leads warm, but direct engagement builds trust and increases the likelihood of real conversations.

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Need Help?

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Related Articles

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