Using Leads in Buildout

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See everything in one place and stop wasting time compiling information. Track all of your marketing and lead activity across all of your listings in one place or on a per-listing basis. Note: Users can only see leads on the listings they have access to. Users with Can Manage Company will have access to all users' leads. 

Leads—two views

All leads

See the impact of your marketing efforts and invest your time in your hottest leads. View each lead’s status, the type of deals or spaces they are interested in, who’s interested in multiple deals, and more with a high-level view of your existing leads across all of your listings.


Click the property name to be directed to the per-listing leads view.

Per-listing leads

Leads generated through your individual property website are also captured and displayed on a per-listing basis. To access per-listing leads, select a property and view the Leads tab. To see how users interact with your documents, click on the Website Activity tab.

Lead management

Update leads
Move leads through the deal process. Assign and update status, referral source, and the applicable lease space, lot, or condo to people who express interest and as the deal progresses.

Configure lead statuses and referral sources
Managers of a brokerage with Can Manage Company permissions can add, update, remove, or reorder referral sources and leads. For more information on how to configure lead statuses and referral sources, view this article.

Download all leads as a CSV
Filter your leads and download them as a CSV file for manual import into email providers or CRM platforms. Select the Download as CSV button on the all Leads view or select the Actions button on the Leads tab in a listing.

Configure your view
Select what columns you want to appear by selecting the column selector icon. Note: If you log out of Buildout, your view will reset to the defaults.


Import a CSV of leads (only available from the listings' view)
You can upload a list of leads on a per-listing basis by selecting the Actions button > Import. Note: Files must be a CSV and have a header row.


Leads and document access

Block document access
Don’t want someone viewing any documents? Users with Can Manage Properties permissions can block leads from accessing all locked documents across all listings. Learn more here.

Pre-approve users to view docs (only available from the listings' view)
Pre-approve interested parties by inviting them to access property documents. This workflow makes the account creation and document accessing process easier for your clients. View this article for step-by-step instructions.


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