Lead Management

  • Add A New Lead

    Leads are automatically added to your IDX account each time a visitor fills out one of your IDX contact forms....

    Dec 06, 2017 09:56AM PST
  • Export Leads

    You can export a .csv (Comma Separated Values) file of your leads by clicking on Leads in the main menu, and E...

    Jan 03, 2017 02:55PM PST
  • Request or Force Registration

    IDX Broker provides you with an extensive set of lead registration tools to manage the signup process for your...

    Mar 30, 2017 10:45AM PDT
  • Import Leads

    This article focuses on a Platinum-only feature. IDX Broker Platinum gives you the ability to import leads...

    Jun 27, 2018 08:35AM PDT
  • Message Center

    Your Message Center tracks all the email notifications sent by the system to both you and your leads. You will...

    May 29, 2018 11:59AM PDT
  • Widget - Lead Login

    The Lead Login Widget provides you with an easy way to embed a Login form for your leads into your website nav...

    Jun 26, 2015 02:50PM PDT
  • Editing Leads

    You can edit any information stored for each of your leads at any time. Click Leads in the main menu, Leads in...

    Mar 20, 2017 02:29PM PDT
  • Add or Edit Saved Properties for Leads

    IDX Broker Platinum's Listing Manager tool gives you and your clients the ability to save properties your cust...

    Mar 24, 2017 08:34AM PDT
  • Sign Up Form Settings

    There are several locations on your IDX pages where your visitors will encounter a Sign-Up form. Changes appli...

    May 29, 2018 11:56AM PDT
  • Thank You Page Preferences

    After a lead fills out one of your IDX sign up forms, they will see a Thank You page. There are several option...

    Jan 08, 2016 01:25PM PST

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