• blog
  • Lead Management Reinvented: Unleash Your Business Potential with Agent Response

August 10, 2023

Lead Management Reinvented: Unleash Your Business Potential with Agent Response

byThe Agent Response Team The Agent Response Team



Agent Response has released a new lead management system set to redefine the way estate agents manage and conquer their leads. 




The newest features for lead management success include:






  • Auto-assignment


    : leads can be automatically assigned to agents based on a variety of factors, such as the agent’s availability, skill set, or previous experience with the lead.


  • Colour-coded status


    : leads are colour-coded to indicate their status, making it easy for agents to see at a glance which leads need their attention.


  • Locking and unlocking


    : leads can be locked to prevent them from being reassigned, which helps to ensure that leads are not lost or forgotten.


  • Activity tracking


    : agents can track their activities on leads, which helps to ensure that all leads are being followed up on in a timely manner.






In addition to the above, here is a breakdown of the colours used in the system:






  • Grey


    : This is the default colour for a lead. It means that it is ready to be assigned. Once assigned, the colour will update to yellow for the user who assigned it, and it will then appear red to all other users (as they are blocked from re-assignment).


  • Green


    : When a CRM entry is green, it means that the system has automatically assigned it to a user. It also means that the entry can be assigned immediately.


  • Yellow


    : When the CRM entry is yellow, it means that the entry is locked to you for 12 hours. You are the only person who can alter who it is assigned to until the 12 hours are up. After this time, the entry will turn grey.


  • Red


    : A Red CRM entry can only be updated by the person who assigned it (It will appear yellow for that user). A Red CRM entry cannot be updated by any other user until its 12-hour timer expires. This can be viewed by clicking the lock on the entry. Once an entry has become unlocked, it will change back to Grey. This is to stop accidental re-assignments while someone may be already working on the item.






Michael Nettleton, Co-founder of Agent Response says, ‘



The new lead management system comes as standard for all Agent Response customers. If any existing or new clients would like a demo please



drop me a line


.’





We hope that you find the new lead management system to be a valuable asset.  If you’d like to learn more or to book a demo please drop Michael a line at



[email protected]



or visit our website



www.agentresponse.co.uk

More Of Our Recent Articles

Time-Saving Tech: Smart Forms for Estate Agent Efficiency

Drowning in Admin? You’re Not Alone Running a successful estate agency requires efficiency, responsiveness, and a strong focus on customer service. However, many agents find themselves drowning in repetitive administrative tasks-especially when it comes to form filling, data entry, and customer communications. These tasks are necessary but time-consuming, pulling agents away from higher-value work like… Continue reading Time-Saving Tech: Smart Forms for Estate Agent Efficiency

The Agent Response Team
The Agent Response Team April 15th, 2025
Lead Management
Is This the Future of Lead Management for Estate Agents?

Let’s be honest…managing leads, responding to enquiries, and keeping properties moving can feel like an endless cycle of admin. For your team, time is precious, and every missed opportunity can mean lost revenue. That’s why we created Agent Response; a powerful automation tool designed to streamline your processes and help your agency run more efficiently.… Continue reading Is This the Future of Lead Management for Estate Agents?

The Agent Response Team
The Agent Response Team March 25th, 2025
Letting Agent's Survival Guide
The Letting Agent’s Survival Guide: Handling 142 Enquiries Per Let (Without Losing Your Mind!)

The lettings industry is as busy as ever. With demand soaring, agents are handling a staggering number of enquiries for every property. But here’s the real challenge: how do you respond to everyone, filter out time-wasters, and focus on the best tenants, without working 24/7? At Agent Response, we’ve seen first-hand how overwhelming this can… Continue reading The Letting Agent’s Survival Guide: Handling 142 Enquiries Per Let (Without Losing Your Mind!)

The Agent Response Team
The Agent Response Team March 18th, 2025
Smart Forms
The Lead Loss Trap: Why Your Website Isn’t Converting

One of the most common challenges estate agents face is website integration; ensuring that their online presence effectively connects with their other systems. Without seamless integration, valuable leads can be lost, client enquiries may go unanswered, and operational inefficiencies can arise. At Agent Response, we offer a powerful solution to this problem: high-value smart forms… Continue reading The Lead Loss Trap: Why Your Website Isn’t Converting

The Agent Response Team
The Agent Response Team March 12th, 2025

Tips and Insights

Subscribe to The Agent Response blog

Sign up to get the latest resources and guides to help estate agents streamline their processes, improve client relationships, and achieve greater success