Lead Profile
What Is the Lead Profile?
The Lead Profile page provides a centralized view of all information and activities associated with a specific lead.
It allows you to manage lead details, track communication, monitor alerts, organize files, and review ongoing activities from a single location.
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 section of the Lead Profile displays important lead information, including:
Lead Name
Tags
Phone Numbers
Stage
Email Addresses
Source
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 name and 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.
Lead Basic Details
This section displays additional information associated with the lead.
Examples may include:
Personal information
Contact preferences
Lead-specific details
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
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.