Leads
Capture inquiries and maintain a practical follow-up pipeline.
On this page
Add a lead
Open Leads and use Add lead. Record the name, contact information you are authorized to use, source and relevant property or notes. Verify the selected workspace before saving.
Understand the pipeline
Statuses include new, contacted, viewing scheduled, closed and lost. Classifications include inquiry, interested, urgent and not serious. Keep status aligned with what actually happened; a generated draft does not mean contacted.
Generate Draft is not Send
AI lead actions save draft content only. Generating a follow-up, qualification, nurture or another supported draft does not send email or SMS. There is no separate outbound lead-send workflow established here. Review the saved draft and communicate through your existing authorized channel.
Follow-up and automations
Manual lead management remains available. Scheduled lead follow-up is currently unavailable; do not rely on it for customer contact. Booking automations are a separate workflow, not an automatic lead delivery system.
Missing leads
Check the active workspace and filters. A public property-page inquiry creates a lead when accepted, but a source label alone does not prove an integration has imported inquiries.
Review the selected workspace and current status before acting. A draft or approval is not proof of external delivery.