Lead profiles

Lead profiles are the hub for a lead’s interactions with your project and team. Here, you can edit key lead information, review their latest Edgewise activity, securely share documents, log deposits, convert leads into buyers, and much more. All interactions with a lead or buyer will be kept in their profiles, allowing easy collaboration between team members.

See below for a guide:

1. Basic Information

At the top of the lead profile, you’ll see basic information like name, associated project, and contact information. You’ll also see any communication preferences, a buyer’s agent (if applicable), and custom tags.

Editing basic information:

1. Click the “Edit” button at the top of the lead profile page.
2. Make any relevant changes. Name and Email are both required fields and every lead’s email address must be unique. Origin is also required.
3. Click “Update” to save your changes.

Tags

Tags are a powerful way to organize different groups of leads and buyers. Tags are customized to your project and organization.

• Adding a new tag: To add a new tag, click the plus symbol in the basic information section above the “Edit” button. Enter your new tag and click “Save”.
• Removing a tag: To remove a tag, hover over the tag and click the “X” to remove.

Editing other information

• Buyer Preferences: To better serve your buyers and leads, Edgewise takes in preferences like bedroom, budget, and more. To edit these in a lead’s profile, click “Preferences” and submit your changes.
• Buyer’s Agents: To add a buyer’s agent, click the “Agent” button, and enter the agent’s details. You can also copy information from an agent already entered in the system by selecting that option.
• Converting to buyer: Once you have a signed contract, click “Convert To Buyer” to make the lead profile into a buyer profile. This is irreversible, so only click once you have a signed contract. This opens up additional functionality to manage buyers.

2. Internal Sales Information

In the top right corner, you’ll see the lead’s status and the salesperson assigned to the lead. You can easily edit these with the dropdown menus.

• Status options: New, Open, Warm, Hot, Cold, Junk, Unqualified, and Do Not Contact.
• Sales Assignee: Only internal accounts that have permission to access the project will appear here. If you have configured your lead assignment in your project page, then this will automatically be assigned to someone based on those rules; otherwise, you may manually change the lead assignment with the dropdown menu.

3. Messages

All direct email and text interactions between your sales team and your leads/buyers will be logged in this section. Depending on which integrations you have enabled, this will populate automatically with texts and emails with every lead, allowing you to easily track all communications with a lead in one place.

You can also send an email or SMS directly from Edgewise by clicking the relevant buttons. Our email client supports HTML emails, attachments, signatures, and scheduled sends.

4. Notes

Notes are used to keep track of any custom information that you might need. These notes are shared across users and will track who entered the note and when it was entered. To add a note, click the “Add Note” button and a prompt will appear.

5. Appointments

Whether you’re showing a model home or sitting down for paperwork, when a lead has an appointment, you can track them in the Appointments section. To add an appointment, click “Add Appointment” and you’ll be prompted to enter the details. Appointment types are custom to your needs, and can be set within project settings.

6. Phone Calls

Users can also track any phone calls that occur by adding a phone log with notes to a lead, ensuring no information is lost.

7. Offers

Offers are how you start the process to reserve specific units for a lead/buyer. All offers are connected to an available unit in your inventory and can be Open, Accepted, Rejected, or Expired.

• Using Edgewise’s reservation platform: If you’re using Edgewise’s online reservation platform, offers will automatically populate in a lead’s profile when they submit one. Learn more about the reservation platform here.
• Manually adding offers: Alternatively, users can manually add offer details for a lead if the offer comes in without using Edgewise’s reservation platform. You can easily add Upgrades/Credits, Deposits, and more.

8. Agreements

Any signed agreements in your linked Docusign account can be associated with a lead. After integrating your Docusign account (see integrations here), you can easily click “Add Agreement” and select the relevant contract.

9. Documents

The documents section is meant for uploading any relevant documents like prequalifications, broker registrations, appraisals, invoices, and more. Documents here are not visible to the lead, but they are visible to other team members.

10. Deposits

Deposits can be recorded manually here for a lead/buyer. If a project has its deposit schedule set up, you’ll be able to assign specific deposits to different milestones.

11. Chats

A list of chats the lead has had with the chatbot and/or sales representatives.

12. Personalizations

If a buyer has selected personalization options in our Design Studio, they will appear here and be automatically added to invoices and settlement statements.

13. Contacts

The contacts section is to include any other relevant parties to the main lead/buyer like partners, lenders, etc. Easily add them by clicking “Add Contact” and inputting contact information for the additional party.

14. Tracking

Easily understand what your leads have seen before talking to them. Any activity that can be attributed to a lead and is integrated with Edgewise will show up here. Depending on integrations enabled, actions like email marketing results and analytics tracking will appear here.

15. UTM

UTM codes are used to track where leads come from, most commonly used with marketing campaigns. If configured and enabled, Edgewise will capture UTM codes for leads to help you understand which marketing activities are driving the most efficiency and results.

16. Email Info

If you use a supported email marketing integration like MailChimp and sync data with Edgewise, you’ll be able to see email marketing metrics directly in Edgewise attributable to specific leads. You’ll easily be able to go into your next conversation prepared with additional knowledge on what your lead is looking for.

17. Metadata

Metadata is for more advanced users and is typically populated with an external form to store data that might not be convenient to store elsewhere. If there is information that you want to capture, reach out to your Edgewise POC and speak to your web developer.

18. System Info

The System Info panel keeps track of lead attributes within Edgewise like sales status, where the lead came from (“Source”), when the lead was added, and when the lead was last updated.

18. Events

The events log keeps track of changes to the lead, so you can easily audit any changes and ensure all the information is up to date in case of user mistakes.