- The Overview tab shows a timeline of engagement activity and the lead’s contact details and preference.
Image 2: Insights on the 'Overview' tab. - The Engagement tab displays the reports the lead has generated. Toggle between Property Reports, Rental Reports and Suburb Reports.
Image 3: Insights on the 'Engagement' tab.
To view all the leads generated by CET, click on Leads and use the Filter button to filter leads by report type, date range, and contact preference.
Image 1: Accessing lead filter options.
To view how individual leads have engaged with CET, click on a lead and toggle between the Overview and Engagement tabs.
Click on Export CSV to export the list of leads as a .csv file.
Image 4: Exporting leads as a .csv file.
Additional settings
Switch to the old dashboard to access Lead Routing settings.
Routing leads
Manage how you want to assign leads directly from the CET dashboard. Select Lead Routing Argument from the menu, click +Add Lead Argument and complete the required fields.
Image 5: Accessing lead routing settings.
You can also manage suburb lead routing by selecting Lead Routing Suburbs from the menu. Click +Add Lead Suburb and complete the required fields.
Image 6: Accessing suburb lead settings.