Managing Leads

The primary purpose of projects is to organize and manage leads. Each project serves as a container for related leads, making it easy to track opportunities across your land acquisition pipeline.

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Understanding Leads in Projects

A lead represents a potential land acquisition opportunity. Leads can contain:

• One or more parcels/properties
• Owner and contact information
• Financial details (asking price, estimated value, offer amount)
• Status and priority tracking
• Notes, comments, and activity history

When you associate a lead with a project, it becomes part of that project’s pipeline and can be managed alongside other related opportunities.

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Adding Leads to a Project

There are several ways to add leads to a project:

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From the Map

1. Select a parcel on the map
2. Click Create Lead
3. Choose the project to associate it with during creation

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From an Existing Lead

1. Open the lead details
2. Find the Project field
3. Select the project to associate it with

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From the Project View

1. Navigate to your project
2. Go to the Leads tab
3. Create a new lead directly within the project context

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What’s in a Lead

Each lead tracks:

• Basic info — Title, description, type, and source
• Status & Priority — Where it is in your pipeline
• Financials — Asking price, your valuation, offer amount
• Owner details — Owner type and contact info
• Key dates — First contact, expected close
• Properties — One or more parcels from the map

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Managing Leads Within a Project

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Viewing All Project Leads

Navigate to your project and click the Leads tab to see all associated leads. This view:

• Shows only leads belonging to this project
• Supports all standard filtering options
• Allows custom column configurations
• Enables bulk actions on multiple leads

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Filtering Project Leads

Filter your project’s leads by:

• Status - Find leads at specific pipeline stages
• Priority - Focus on high-priority opportunities
• Assigned To - See leads assigned to specific team members
• Type - Filter by lead type
• Dates - Find leads by contact or expected close dates

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Lead Assignment

Assign leads to team members for accountability:

1. Open the lead
2. Set the Assigned To field
3. The assigned member receives notifications for lead activity

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Collaboration

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Comments & Discussions

Add comments to leads to:

• Document conversations with owners
• Share research findings
• Coordinate with team members
• Create threaded discussions on specific topics

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Subscriptions

Team members can subscribe to leads to receive notifications about:

• Status changes
• New comments
• Assignment changes
• Any field updates

The lead creator and assigned member are automatically subscribed.

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Activity Tracking

Every action on a lead is tracked:

• Status and priority changes
• Assignment updates
• Parcel additions/removals
• Financial field changes
• Comments and discussions

This creates a complete audit trail for each opportunity.

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Custom Views

Create custom views within your project to:

• Save frequently-used filter combinations
• Set up views for different team roles
• Track specific pipeline stages
• Monitor leads needing attention

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Best Practices