View project leads

Every enquiry about your project lands on the Leads tab, newest first. Opening it is one click, and there is nothing to set up.

Before you start

You are signed in and the project's subscription is current.
Leads is on every plan. No upgrade unlocks it.
What you see follows your account: a client sees the company's leads with test leads hidden, a manager sees all of them, an agent sees leads on the projects they are assigned to, an admin sees everything.

Steps

Open the project. Leads is the first tab and opens by default; from any other tab, click Leads to come back.
Read the tiles above the list — New this week, Offers, Unit/Lot specific and Unworked. They count the whole project and ignore your search and filters.
Read the columns: Submitted, Name, Email, Phone, Unit/Lot, Source, Status and Assigned. A New dot marks a lead, and stays there after you read it.
Click a row to open the lead.

Where the rest of this work lives

Narrowing the list is in Find a lead: search, filters and sorting. Setting Status and Assigned to, adding notes and deleting a lead are in Work a lead: status, owner and notes. Downloading the list with Export CSV is in Export your leads.

Enquiries from your IM arrive on their own. Your own website can feed the same tab, and a list you already hold can be loaded into it — both are ours to do, so ask Vision Pitch, name the project, and attach the list as a spreadsheet with its headings in the first row.

A new enquiry emails every agent on the project and every Portal user on your company, whoever the lead is assigned to.

What you see when it worked

The list fills with one row per person, newest first. A project that has had no enquiries reads No enquiries yet; new ones arrive on their own, so there is nothing to do but wait.

If it does not work

What you see	What to do
`Couldn't load leads` with `Please refresh and try again.`	Refresh the page.
The list is empty although enquiries have come in	Your account may not reach this company's leads. Ask an admin to check your access.
`No leads match your filters`	Clear the search box and the filters.
`No agents on this project yet. Add them on the Agents tab first.` — `No brokers ... Brokers tab first.` for a company in the United States	Nobody can be assigned yet. Ask Vision Pitch to put an agent on the project.
`The assigned agent is no longer on this project. Pick someone else to clear this.`	Click another agent in Assigned to, or ask Vision Pitch to put the original one back.
`Assigned, but this person has not accepted their portal invite, so they cannot open the lead yet.`	Ask Vision Pitch to resend their invitation.