Lead Source
For Real estate teams

Connect the property interest with the first conversation.

Track calls from property promotions, signs, and campaigns while keeping follow-up context.

Real estate teamsIllustrative journey
  1. 01
    SourceProperty campaign or sign
  2. 02
    ConversationProspect asks about the listing
  3. 03
    Next stepViewing callback recorded

One inquiry. Its context stays connected.

Built around your day

Start with the way you work.

A prospect may call from a listing page, a printed sign, or a neighborhood campaign. Keep the marketing source attached to the conversation so the receiving team can understand the interest and arrange the right follow-up.

01

Separate listings and campaign sources

Use dedicated numbers where you need to distinguish printed materials or individual promotions. Website attribution can add context for visits that become calls.

02

Connect the appropriate receiving team

Choose routing that reflects who handles the campaign's inquiries. Review missed attempts when listing interest changes quickly.

03

Keep the person's request with the follow-up

Record the property or service interest and the next step. Make it easy for a teammate to continue the conversation with context.

The question worth asking

Which campaign created the inquiry your team is following up?

Review the source, the conversation, and the saved next step. A call can show interest; a viewing or transaction needs its own recorded outcome.

Bring these details into the review

01Campaign or listing source
02Connected inquiries
03Viewing-related follow-up

The tools behind the workflow

Bring the right details together.

Before you start

A few useful details.

Fit the setup to your actual campaigns, receiving team, and follow-up process.

Can I track calls from a property sign?

Yes. Assign a dedicated tracking number to the sign or campaign and route it to the receiving team you choose.

How should real estate teams judge campaign performance?

Use the source, connection result, and the outcome your team records together. Review real conversations before treating every incoming call as the same kind of opportunity.

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Meet your next growth tool

Let’s connect the dots on your calls.

Get an early look at Lead Source, built for the way your business handles calls.