Lead Profile

What Is the Lead Profile? 
 The Lead Profile page provides a centralized view of all information associated with a specific lead. 
 It allows you to manage lead details, monitor alerts, action plans, task and appointments organize files 
 The Lead Profile helps you maintain a complete overview of your relationship with a lead and quickly access important information when needed. 
 
 Access the Lead Profile 
 
 
 Navigate to CRM . 
 
 
 Locate the desired lead. 
 
 
 Click the lead's name. 
 
 
 Click the Profile tab. 
 
 
 The Lead Profile page will be displayed. 
 
 Manage Contact Information 
 The top left section of the Lead Profile displays important lead information, including: 
 
 
 Lead Name 
 
 
 Phone Numbers 
 
 
 Email Addresses 
 
 
 Addresses 
 
 Lead basic details 
 Files  
 Background city 
 
 Edit Lead Information 
 Most information within the Lead Profile can be edited directly from this page. 
 You can: 
 
 
 Add or update tags 
 
 
 Add, edit, or remove phone numbers 
 
 
 Change the lead stage 
 
 
 Add, edit, or remove email addresses 
 
 
 Update various lead details throughout the profile 
 
 
 
 Note: The lead source cannot be edited from the Lead Profile page. 
 
 
 Addresses 
 This section displays addresses associated with the lead. 
 You can review and manage address information from here. 
 
 Property Alert Sections 
 The Lead Profile allows you to manage various property-related alerts assigned to the lead. 
 New Listing Alerts 
 Displays all New Listing Alerts assigned to the lead. 
 Neighbourhood Alerts 
 Displays all Neighbourhood Alerts assigned to the lead. 
 Open House Alerts 
 Displays all Open House Alerts assigned to the lead. 
 Price Drop Alerts 
 Displays all Price Drop Alerts assigned to the lead. 
 
 
 
 Files 
 The Files section allows you to upload, view, and manage documents associated with the lead. 
 
 Background 
 The Background section allows you to store additional notes or information related to the lead. 
 
 City 
 Displays city information associated with the lead. 
 
 Action Plans 
 Displays all Action Plans currently assigned to the lead. 
 You can also monitor their status from this section. 
 
 Real Estate Newsletter 
 Displays newsletter subscriptions associated with the lead. 
 
 Market Updates 
 Displays market update subscriptions assigned to the lead. 
 
 Tasks 
 Displays tasks associated with the lead. 
 This helps you track pending activities and follow-ups. 
 
 Appointments 
 Displays appointments scheduled for the lead. 
 This section helps you manage upcoming meetings and events. 
 
 Delete a Lead 
 You can also delete a lead directly from the Lead Profile page. 
 
 
 Scroll down within the Lead Profile page. 
 
 
 Click Delete Lead . 
 
 
 Review the confirmation message. 
 
 
 Click Yes to confirm. 
 
 
 The lead will be removed from the active CRM records. 
 
 Note: AgentRoof CRM uses a soft-delete process. If the same lead is recreated using the same primary contact information, previously associated information may be restored. 
 
 
 Benefits of Using the Lead Profile 
 The Lead Profile helps you: 
 
 
 View all lead information in one place 
 
 
 Edit and manage lead details 
 
 
 Organize lead-related documents 
 
 
 Monitor assigned alerts and automations 
 
 
 Track appointments and tasks 
 
 
 Manage communication and follow-ups 
 
 
 Delete leads when necessary 
 
 
 Maintain a complete history of lead activities 
 
 
 
 Conclusion 
 You have successfully learned how to access and navigate the Lead Profile page in AgentRoof CRM.