Learn how to efficiently review, accept, and convert lead requests into clients on the Anyone platform.
Access your lead requests
Navigate to Leads in the main menu
Select the Requests tab to view all incoming lead requests
Review lead details
When you click on a lead request, you'll see a detailed profile including:
Client type (buyer or seller)
Areas of interest
Preferred property types
Budget range
Package preferences
Personal message from the lead
Responding to leads
To accept a lead:
Review their information thoroughly
Click Respond in the lead profile
The lead will move to your Responded tab
You can now communicate directly with them through the chat
To decline a lead:
Click Decline if you're unable to assist the lead. After clicking Decline, a popup appears to ask you for confirmation. Declining a lead will delete the request. It's not possible to undo this.
They will be notified of your decision
Converting a lead to client
When you're ready to formalize the relationship:
Open the lead chat
Click Invite as your client in the top right corner
In the popup window:
Select your fee structure (fixed price or commission)
Enter the agreed-upon amount or percentage
Click Next
Upload your signed contract document
Check the box confirming you've signed the document
Click Send to client
Tracking the process
Monitor the chat window for client acceptance
Once a buyer lead is converted to a client, it will appear under the Buying page
It's good to know that a seller will only appear under the Selling page after being linked to a property.
Need assistance? Our support team is available to help you manage your leads effectively.