What is Lead Inbox?
iDashboard’s Lead Inbox is a feature designed to simplify the way real estate agencies handle enquiries. It gathers all your property enquiries from various real estate portals, such as Realestate.com.au and Domain.com.au, and places them into a single, streamlined inbox. This means no more jumping between multiple platforms to check for new leads—everything you need is right at your fingertips.
The interface of Lead Inbox mimics that of a regular email inbox, making it intuitive and easy to navigate. If your team is familiar with email, they’ll quickly adapt to Lead Inbox. This familiar setup reduces the learning curve, allowing agents to start using the feature efficiently from day one.
Centralised Enquiry Management
One of the most significant advantages of Lead Inbox is its ability to centralise enquiries from multiple sources. In the past, managing leads from different platforms required logging into each portal separately. With Lead Inbox, all enquiries are automatically pulled into one place, allowing agents to focus on responding rather than searching for new leads.
Each enquiry is automatically mapped to the relevant property listing in iDashboard. This mapping ensures that every enquiry is organised and easily accessible, making it simple for agents to track which properties are receiving the most interest and where they need to focus their efforts.
Automated Contact Creation and Mapping
Responding to enquiries is just the first step; managing the relationships that follow is where the real work begins. Lead Inbox takes this into account by automatically creating contacts for every new enquiry. These contacts are then mapped directly to the relevant enquiry, ensuring that no information is lost and that agents can easily follow up.
The automation doesn’t stop there. iDashboard allows you to customise the settings for automatic contact creation. You can control how the system handles missing contact data, determine the default source for new contacts, and assign contacts to specific categories. This level of customisation ensures that your lead management process aligns with your agency’s workflow and preferences.
Enhancing Efficiency with the Enquiry View
Responding to leads promptly is crucial in real estate. Lead Inbox’s enquiry view is designed to provide agents with all the information they need to respond quickly and effectively. The enquiry view offers fast, easy access to key property information such as price, location, and the next open home, directly from the inbox. This setup allows agents to answer enquiries confidently without needing to switch between different parts of the system to gather details.
The streamlined workflow provided by Lead Inbox reduces response times, helping agents connect with potential buyers and sellers faster. In an industry where speed can make the difference between closing a deal and losing a client, this efficiency boost is invaluable.
Flexible and Customisable Settings
Every real estate agency operates differently, and iDashboard’s Lead Inbox is designed to adapt to your specific needs. The feature offers a range of settings that allow you to tailor how enquiries and contacts are managed.
For example, you can set default options for handling missing contact information, ensuring that all enquiries are logged correctly even when data is incomplete. You can also specify the default source and category for new contacts, making it easier to segment and manage your leads based on your agency’s criteria.
This flexibility extends to task management as well. Agents can set up tasks related to each enquiry, ensuring that follow-up actions are tracked and completed on time. Whether it’s scheduling a call, sending a follow-up email, or arranging a viewing, Lead Inbox helps ensure that no task is overlooked.
Getting Started with Lead Inbox
If you’re already using iDashboard, activating Lead Inbox is simple. The feature is available to all full office accounts, and it can be accessed immediately within your existing system. Once activated, you’ll find that it integrates seamlessly with the other tools in iDashboard, providing a unified experience that enhances your overall workflow.
To get started, navigate to the Lead Inbox section of iDashboard and begin exploring its features. The intuitive interface makes it easy to get up and running quickly, and the customisable settings allow you to tailor the feature to fit your agency’s unique needs.
In a competitive real estate market, managing leads effectively is critical to success. iDashboard’s Lead Inbox simplifies this process by centralising all your enquiries in one place, automating contact creation, and providing fast access to key property information. By streamlining lead management, Lead Inbox helps real estate agencies respond more quickly, manage relationships more effectively, and ultimately close more deals.
Whether you’re a small agency or a large operation, Lead Inbox offers the tools you need to stay organised, efficient, and responsive. Start using Lead Inbox today and see how it can transform the way you manage your real estate enquiries.
