For real estate offices and agents looking to make an investment in online marketing and technology.

Yup, we did it again! The next time you look at your Sequoia site’s Settings panel, you will notice a few new additions to the Lead Settings section. We’ve just launched two great new additions to LogicLeads – tools that offer even greater ability for the Sequoia platform to make the work of assigning and managing leads easier and more efficient.

Let your agents claim unassigned leads…

By checking this box in Lead Settings, you open up your Unassigned Leads pool to the whole office; anyone with a lead management account can view all unassigned leads on your Sequoia website, and can view details about the lead such as where they came from, what they looked at on your website, and what they are interested in buying, renting, or selling.

Next to each lead, agents will see a Claim Lead link – when they click the link, the Sequoia platform assigns the lead to that agent so they can start working with the lead right away. Giving your agents the ability to claim their own leads lets your motivated team members work as hard, and as efficiently, as they want – to manage their sales pipeline and close more deals for your brokerage! Of course, Brokers and Admins can still assign leads to whomever they choose, not just to themselves, with this feature enabled. And if an agent makes a mistake and claims a lead they can’t work with, they can simply reject the lead and send it back into the Unassigned Leads pool for another team member to claim and close.

Advanced Lead Distribution

This feature lets the Sequoia platform screen leads for you, just like an office lead manager - giving leads to the appropriate agents based on the property the lead is interested in. With this feature enabled, every user on your Sequoia site who has a lead management account can define the leads they want to receive, by price range, locations, and property types.

If you have one agent who specializes in rentals, an Admin can set up the agent’s profile to get assigned only rental leads. If you have multiple offices and need to make sure that leads from your website get routed to agents near their desired locations, the system can ensure that your agents only receive relevant leads to their geography. If nobody on your team is a match for what a lead is looking for, Admin can choose to either have them remain unassigned for a broker to manually delegate, let agents grab them, or have them automatically assigned by round-robin.

All of these system options working in concert will make it easy for you to make sure your customers are working with the right members of your team, and that the process of following up with leads and turning them into deals happens as swiftly and smoothly as possible!

Check our User Guide frequently for instructional updates on new Sequoia features – and if you’re still looking for a better Lead Management system or more information about our Sequoia Platform capabilities, please contact us for a no-pressure today!