Keep track of potential clients who haven't yet signed a contract with our streamlined lead management system.
Before you begin
Ensure you have:
Completed your agent profile
Joined or created your agency on Anyone
How to add a new lead
Click + add listing or invite a client in the top right corner of the menu bar
Select Invite lead (Buyer/Seller) in the popup
Enter the lead's email address
Confirm the email by selecting the circle next to it
Click Next
Review the information on the confirmation screen
Click Invite to send the invitation
Note: You can only add one lead at a time.
What happens next
Your lead will receive an email invitation to join Anyone.
Once they create an account, selected a package and filled in their preferences for the home they're looking for, they'll appear in "leads" under "requests"
Lead to client conversion
When a lead signs a contract with you, they automatically:
Convert to a client and appear under the appropriate Buying or Selling tab in the menu bar.
It's good to know that a seller will only appear under the Selling tab after being linked to a property.
Seller clients can be linked to a property.
The client will be removed from your leads list.
Need assistance? Contact our support team for help with managing your leads.