Lead Management


Attract leads to your website and then convert these to sales. This course will teach you how to get leads and manage them in your IDX Broker account.


Global Lead Registration

Length: 3 minutesComplexity: Standard

This tutorial should help you set up your lead registration settings for the first time.

Lead Routing Priority

Length: 2 minutesComplexity: Standard

This video explains how our system sets the priority for assigning leads so you can ensure that leads get to the appropriate agents in your office.

Manage Signup Preferences

Length: 2 minutesComplexity: Easy

Provide the best initial contact with new leads, while capturing the contact information you need by editing your signup preferences.

Create a Lead

Length: 2 minutesComplexity: Standard

Leads are automatically added to your IDX account each time a visitor fills out one of your IDX contact forms. In this lesson you will learn how to also manually add leads to your account.

Add a Saved Search for a Lead

Length: 2 minutesComplexity: Standard

Help leads from any source get the listings that fit their needs. Take this lesson to learn how to add search criteria for your leads so that they get email updates for properties that they desire.