Lead Field Reference
Reference documentation for lead data structures and field definitions.
Lead Sources
Section titled “Lead Sources”Leads originate from the following channels:
| Source | Description |
|---|---|
| Property Inquiries | Questions about specific listings |
| Contact Forms | General website inquiries |
| Tour Requests | Showing appointment requests |
| Phone Calls | Tracked call inquiries |
Pipeline Stages
Section titled “Pipeline Stages”Leads progress through these standardized stages:
| Stage | Definition |
|---|---|
| New | Fresh inquiries requiring response |
| Contacted | Initial outreach made |
| Engaged | Active communication |
| Qualified | Ready to buy/sell |
| Closed | Transaction completed |
Lead Record Fields
Section titled “Lead Record Fields”Each lead record contains the following fields:
| Field | Type | Description |
|---|---|---|
| Contact Information | Object | Name, email, phone number |
| Source | String | Origin channel (see Lead Sources) |
| Timestamp | DateTime | When the lead was created |
| Property Interests | Array | Listings or property types of interest |
| Communication History | Array | Log of all interactions |
| Notes | Text | Agent-entered observations |
| Follow-up Tasks | Array | Scheduled future actions |
| Stage | String | Current pipeline stage |