Your Pipeline interface allows you to view all of your active leads sorted by status. The status categories are arranged horizontally with newest leads on the left, and soon-to-be clients on the right. As you work your leads, they will progress from left to right through these status categories.

To access your Pipeline, log into your iHOUSEweb admin menu, click TurboLeads, then click Pipeline.

Status Header

The following statuses categories are listed in the Pipeline:

  • New
  • Attempted
  • Contacted
  • Appt. Set
  • Showing

The status categories that DO NOT appear in the pipeline view are only those that correspond to inactive leads. These include:

  • Sold
  • Disqualified (there are numerous reasons for disqualification that can be specified when changing client status to "disqualified")
  • Spam
  • Deleted

To navigate between the status categories in the Pipeline interface, select the status headings at the top of the screen, or simply swipe left and right.

Individual Actions

Clicking the three dots on a contact's row allow you to do individual actions with a client. clicking Edit, or on the contacts row in this menu will take you to the Contact Detail's for that contact. Other actions include:

  • Adding a note.
  • Manage tags
  • Schedule task
  • Update status
  • Mark as spam
  • Delete
  • If your campaigns are set up: Send a listing flyer.
  • For offices: Assign lead to an agent.

Bulk Actions

Selecting one or multiple clients give you extra options to act on multiple clients at once. You can

  • Add a tag
  • Remove a tag
  • Update a status
  • Mark as spam
  • Export - Download the selected clients information as a Comma Seperated Values (.csv) file.
  • Compose email - send email to multiple clients at once.
  • If your campaigns are set up: Start or stop a campaign, and send a listing flyer.
  • For offices: Assign lead to an agent.