Lead Management

  • Lead Management Overview

    All leads that come from your IDX pages are available to access in your IDX control panel. Click Leads in the ...

    Jun 02, 2017 03:00PM PDT
  • Managing & Customizing Email Updates

    You can provide your customers with automatic Email Updates regarding listings of interest to them. Any Saved ...

    Dec 09, 2015 03:31PM PST
  • Global Preferences - Email Settings

    To customize the default settings for Email Updates and set default recipients for specific types of notificat...

    Mar 25, 2015 09:23AM PDT
  • Contact Routing Options

    Contact routing options are available in IDX Broker Office accounts under Leads in the main menu, and Contact ...

    Apr 06, 2015 11:48AM PDT
  • Custom CSS for Lead

    A powerful feature included in IDX Broker is the ability to display CSS based on whether or not a lead is logg...

    Dec 09, 2015 03:57PM PST
  • Property Updates for Agents

    Each agent with a user account in IDX Broker can customize how property updates are sent out from the system o...

    Mar 29, 2017 01:06PM PDT
  • CRM Integration

    IDX Broker can send new leads to your Top Producer account automatically. If you use other Top Producer produc...

    Apr 21, 2017 09:03AM PDT
  • Email Verification Preferences

    After your leads sign up for a My Listing Manager account, IDX Broker will send them a verification email. Ins...

    Dec 06, 2017 09:49AM PST
  • My Account Console

    For the newest version of this tool, please see My Listings Manager. My Account Console is a built-in tool in...

    Nov 09, 2017 10:16AM PST
  • Add or Edit Saved Search for Lead

    IDX Broker's Listing Manager tool gives you and your clients the ability to save custom searches and receive e...

    May 18, 2017 03:00PM PDT

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