Tabbed or Expanded
A Layout switch sits above the lead, on the left. Tabbed splits the page into four tabs: Overview (contact info, related contacts, properties, a Latest card with the three newest notes, client messages and listing views, tasks, client alerts and messages), Activity (notes, communications, site activity, visitor journey and any AI conversation), Deals (with the number of deals shown on the tab) and Details (tracking and attribution, subscriptions and rewards). Expanded shows every card at once. Everyone starts in Tabbed, and the choice you make is remembered for you. On a phone the switch shows icons only. The tabs stay at the top of the screen as you scroll.
- Layout — choose Tabbed or Expanded. On a phone it shows icons only.
- Tabs — Overview, Activity, Deals and Details. They stay at the top as you scroll.
- Latest — the three newest notes, client messages and listing views. See all activity opens the Activity tab.
Client rewards
Turn on a rewards card for every lead in CRM Settings → Company → Client Rewards and give the program your own name — left blank, it uses your business name followed by "Rewards". The card sits under Related Contacts and shows any points balance imported with the lead. Earning and redeeming rewards inside MLS Genie is coming soon.
- Turn the rewards card on for every lead.
- Name the program, or leave it blank to use your business name followed by "Rewards".
Hero row
The top of every Lead Detail page shows three pills next to the lead's name:
- Pipeline stage — coloured to match the stage (New = slate, Contacted = blue, Nurturing = amber, Hot = red, Under Contract = violet, Closed = green). Click the pill to open an inline dropdown and change the stage without leaving the profile. Every change is logged automatically to Notes & Activity.
- Type — Buyer, Seller, Investor, Renter. Edit through the Edit Lead drawer. A seller, or a contact who is buying and selling, needs at least one property to sell: Add Lead and Edit Lead both ask for it before saving.
- Assigned Agent — the team member currently responsible for the lead. Users allowed to assign (set in CRM Settings → Permissions) can click the pill to open a dropdown of all assignable team members and reassign in one tap. Every reassignment is auto-logged.
Contact Info card
Email, mobile, phone, type, source, campaign, and lead action. Verified mobile numbers show a green checkmark beside the digits — the platform has confirmed the number is real and deliverable.
For clients who created their own account, Account shows Yes · Google or Yes · Sign-up form. A Profile incomplete badge beside the lead's name means their account is still missing an answer — what they are here for, a mobile number, or their email and text preferences. Hover over it to see which; the client is asked to finish each time they visit.
Email and SMS opt-in
Below the contact details, Email Opt-in and SMS Opt-in show whether the lead may receive marketing on each channel, with the most recent change beneath each. Open Consent history to see every change ever made — whether it came from the lead's own form, their portal or a team member, who recorded it, when, and the note they left.
When a client signs up, both answers are recorded — a no appears as declined, so you can see they were asked. Each sign-up entry also keeps the page they were on, their IP address and the exact wording beside the box they ticked or left unticked.
Tracking & Attribution
This card sits below the Contact Info card in the Expanded layout, and on the Details tab in the Tabbed layout. When nothing has been captured yet — a lead you entered by hand, say — it says so and offers an Invite to site button, so the lead can create an account and their visits start showing. When data has been captured, you'll see:
- Source Resolution — how the source label was derived (UTM mapped, classified from referrer, direct, etc.).
- Search Intent — the visitor's search query when available, or the strongest available proxy. See Search Intent.
- Geo Location — IP-based city/region/country.
- IP Address — for fraud and duplicate-detection purposes.
- Analytics — either the GA4 Client ID (when captured) or a "Privacy-Conscious Visitor" indicator. See Privacy-Conscious Visitors.
- Visitor Cookie ID — the first-party identifier that ties anonymous browsing to this lead.
- Invite to site — opens a preview of the invitation, with your personal message, before you send it.
Site Activity card
Aggregated stats (total views, properties, conversions, sessions, last active) plus a Pages Visited list and a Properties Viewed list. Conversion-tier tracked pages appear with a gold star icon. See Tracked Pages.
Visitor Journey card
Chronological timeline of every touch and page view — the visitor's story from first touch to form submit. See Visitor Journey.
Notes & Activity
Manual notes, auto-logged stage changes, auto-logged agent reassignments, auto-logged calls and emails, and CMA reports — everything that has happened to this lead in chronological order. Click any pill in the hero row to add an entry automatically.
- Open the Activity tab in the Tabbed layout.
- Notes & Activity — write a note, choose its type, and see every entry, newest first.
