Using Tags and Filters to Sort Leads

Video Transcription

00:02
To get the most out of your lead list, you can use filters to target specific clientele. Because this is a brokerage lead list, multiple agents may be involved, and you can filter by agents if you're looking to focus on specific leads. For instance, if you only want to see on assigned leads, go ahead and apply that filter. Or you could choose to view leads assigned to specific agents, like Gary or John.

00:29
You also have the option to filter your leads by type, like whether they're buyers, sellers, or renters. So let's say that you want to narrow your focus to just renters. Just apply that filter, and you'll see only the relevant leads. Now keep in mind that this is a demo account, so your real list will likely have many more leads to work with. The lead status filter allows you to target active, inactive, or deleted leads. You'll notice that this is defaulting

00:58
to active leads. You can also filter leads by the lead rating. Now the lead rating is assigned by the system based on the client's activity while they're on your website. Another useful filter is the lead source, which shows you where your leads originated, like landing pages or a lead vendor. You can even filter your leads by pipeline stage, so you can target leads based on exactly where they are in the process.

01:26
from uncontacted all the way to closed. You can also target bookmarked leads that you're actively working on, making it easier to return to them. Plus you can filter leads based on their subscriptions to your mailers and then organize them using tags. For example, if you're looking for first-time buyers who are pre-approved, you can simply apply those tags and narrow down your list. If you have other questions about the Agent Elite platform,

01:56
or just simply want to know more, go to our Knowledge Base at help.agentelite.com. Thanks for joining me today.

Step-By-Step Instructions

1. Access Lead List
   1. From the performance dash board click on Lead List in the left hand column.
2. Click the Filters Button: 
3. Filter by Agent:
   1. (For Brokers or Team Leads) you can filter by assigned agents.
      Example: View only leads assigned to Gary or John, or apply the Unassigned Leads filter to see leads that haven't been assigned yet.
   2. Select Team Members who's leads you wish to view.
4. Filter by Lead Type:
   1. Choose from Buyers, Sellers, or Renters to narrow your focus.
      Example: If you only want to see renters, apply the Renter filter.
5. Filter by Lead Status:
   1. Use this filter to view Active, Inactive, or Deleted leads.
   2. By default, the list shows Active Leads.
6. Filter by Lead Rating:
   1. Lead ratings are system-generated based on the client's activity on your website, helping you identify highly engaged leads.
7. Filter by Lead Source:
   1. See where the leads came from (e.g., Landing Pages or a Lead Vendor).
8. Filter by Pipeline Stage:
   1. Organize leads based on where they are in the process:
      1. Uncontacted
      2. Attempted Contact
      3. Nurturing
      4. Dead
      5. Under Contract
      6. Closed
   2. This helps you focus on leads that need immediate attention or follow-ups.
9. Filter by Bookmarked Leads:
   1. Quickly access bookmarked leads that you are actively working on, making it easy to return to them.
10. Filter by Subscriptions:
    1. Target leads based on their subscriptions to your email campaigns or newsletters.
11. Use Tags to Organize Leads:
    1. Apply tags for better organization.
       Example: Use tags like first-time buyer or pre-approved to filter and find relevant leads efficiently.
12. Once you have entered your filtering criteria click the "View ## Leads" button at the bottom of the field.

Summary

To optimize your lead list, you can use various filters to focus on specific types of leads or agents. Since this is a brokerage lead list, multiple agents might be involved, and you can apply filters to see leads assigned to certain agents. For example, if you only want to view leads assigned to Gary or John, you can simply select that filter. Similarly, you can narrow your list based on lead type, such as buyers, sellers, or renters. If you're focusing on renters, just apply that filter to show only those leads.

You can also use filters for lead status (active, inactive, or deleted) and lead rating, which is determined by the client’s activity on your website. You can filter leads by their origin, such as landing pages or lead vendors, and by their pipeline stage, from uncontacted to closed. Additionally, you can organize your leads with bookmarks, filter by subscriptions to your mailers, and apply tags to further narrow your focus. For more information, visit Agent Elite’s Knowledge Base.