Leads Dashboard
A central view that surfaces every buyer ever captured through the agent's IDX surface (registrations, saved properties, saved searches, market subscriptions, contact-form submissions, and property views) with engagement scoring, recency, and filtering controls.
- Built for
- Working agent doing daily lead triage
- Also for
- Team lead reviewing team-wide lead volume and quality
What it does
A central view that surfaces every buyer ever captured through the agent's IDX surface (registrations, saved properties, saved searches, market subscriptions, contact-form submissions, and property views) with engagement scoring, recency, and filtering controls. The leads list is the daily-driver dashboard for agents and the data source the rest of the platform (AI Coach, lead routing, CRM sync) draws from.
Key capabilities
- Engagement scoring based on how often and how recently each lead is active
- Filter by activity recency, date range, minimum engagement, saved-property count
- Per-agent customizable columns and sort order, saved per user
- CSV export of the visible filtered set
- Per-lead detail view with full event history
- Sync controls: push individual leads or bulk-sync to GoHighLevel
Good to know
- Engagement scoring is heuristic, not ML. Confidence is enough to triage but not enough to fully automate routing decisions
- Bulk operations on very large lead sets (10k+) run as background jobs; UI shows status but does not block on completion
Why teams choose this
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Replaces the "spreadsheet of leads" most agents still maintain on the side
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Engagement scoring tells the agent who to call first without manual data crunching
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Bulk sync to CRM eliminates double-entry, so the dashboard stays the source of truth
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CSV export keeps power users happy even if they prefer their own pivot tables
See Leads Dashboard in your stack
Live demo, no commitment. We'll show you how this fits with HighLevel, Follow Up Boss, and your MLS.