First, fill out the Account Information section with your lead's basic info. You can add as much or as little information about the lead as you would like. The only required fields are First Name, Last Name, and Email Address.
Next, fill out the Account Settings section. Below is an explanation of each option:
- Email Format - Choose the format for email updates sent to this lead. HTML is the recommended and most common choice.
- Assigned Agent - If you are subscribed to an IDX Broker Platinum Office account, you may assign the lead to one of your agents, so they can manage and follow up with the lead.
- Category - Select a category for the lead from the dropdown menu provided.
- Account Disabled - For a new lead, leave this option to No. If it is set to Yes, the lead will not be able to receive email updates.
- Lead Can Login - Leave this option on Yes if you would like the lead to be able to login to a Listing Manager account so they can save more searches or properties and view their Saves.
- Receive Property Updates - Leave this option on Yes if you would like this lead to be able to receive automatic email updates from IDX Broker with new listings.