How do I track lead details on the Owner Data page?

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The Owner Data page includes a Lead Info section where you can set Lead Temperature, record Lead Source, and log Lead Notes alongside the owner's contact details.

The Owner Data page is a place to track your own research on a lead, not just the data we pull in for you.

Lead Info

Lead Temperature - How warm the lead is, for example Warm or Hot.
Lead Source - Where the lead came from, for example Driving for Dollars.
Lead Notes - Detailed notes from your calls, drive-bys and research.

Owner Contact Data

Names, phone numbers, emails and corporate entity information are kept in the same place, so the person you are negotiating with and your notes about them stay side by side.

Where to Find It

Open a project, click Data in the sidebar and select Owner Data.

To document distress signals on the same page, see What is the Seller Motivation Matrix?

Knowledge Base

How do I track lead details on the Owner Data page?

Lead Info

Owner Contact Data

Where to Find It

Related Video

Related FAQs

Where can I find the Owner info in the software?

What types of datapoints do you provide about property Owners?

What is the Seller Motivation Matrix?

What sources do you use to provide Owner Information?

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