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Lead Field Reference

Reference documentation for lead data structures and field definitions.

Leads originate from the following channels:

SourceDescription
Property InquiriesQuestions about specific listings
Contact FormsGeneral website inquiries
Tour RequestsShowing appointment requests
Phone CallsTracked call inquiries

Leads progress through these standardized stages:

StageDefinition
NewFresh inquiries requiring response
ContactedInitial outreach made
EngagedActive communication
QualifiedReady to buy/sell
ClosedTransaction completed

Each lead record contains the following fields:

FieldTypeDescription
Contact InformationObjectName, email, phone number
SourceStringOrigin channel (see Lead Sources)
TimestampDateTimeWhen the lead was created
Property InterestsArrayListings or property types of interest
Communication HistoryArrayLog of all interactions
NotesTextAgent-entered observations
Follow-up TasksArrayScheduled future actions
StageStringCurrent pipeline stage