Leads and showings

Capture, route, and follow up on leads; schedule and complete showings.

Routes: /dashboard/platform/leads, /leads/[id], /showings, /showings/[id]. Need canManageLeads and canManageShowings.

Leads

Sources are website, zillow, referral, open_house, phone, and import. Intent is buy, rent, sell, invest, or unknown. A lead needs a valid email or phone.

Status: new → attempted_contact → qualified → tour_scheduled → offer → closed or lost (transitionLeadStatus).

  • New lead drawer creates a lead by hand.
  • addLeadActivityCommand logs a call, note, or message to the timeline.
  • Duplicate groups appear on the leads page; resolveDuplicateLeadCommand merges them.

Showings

requestPropertyShowing from the site creates a requested showing. Staff can also use scheduleShowingForLeadCommand.

Confirm

reviewShowingCommand confirms. It fails if the property or agent already has a confirmed showing at that time.

Complete

completeShowingWithFeedback completes it and stores ShowingFeedback.

Or close

transitionShowingStatus marks no_show or cancelled.

Showing types are in_person, virtual, and open_house. Length comes from showingDurationMinutes in store settings (15 to 240 minutes). Requests must be in the future, within one year.

Listings

Create, publish, and manage properties, media, and open houses.

Lead routing

Assign new leads to agents or teams by rule.

On this page

Leads
Showings
Confirm
Complete
Or close