Summary
Learn how to use the Lead Flow Call Sheet for Rentals to prepare for lead calls, view key contact details, compare similar properties, and record call outcomes in one place.
This article covers:
- Overview
- Access the Lead Flow Call Sheet
- Use the Call Sheet tab
- View the Timeline tab
- Use the Matching Criteria tab
Overview
The Lead Flow Call Sheet for Rentals is designed to support you during outbound lead calls. It brings together key lead details, conversation prompts, comparable properties, and follow‑up actions in one streamlined view, helping you run more efficient and informed conversations.
Access the Lead Flow Call Sheet
To open the Lead Flow Call Sheet for a rental lead:
- Go to: Lead Flow
- Select the relevant lead list
- Click on a lead to open their details
- Select View Call Sheet
Once opened, you’ll see three tabs:
- Call Sheet
- Timeline
- Matching Criteria
Use the Call Sheet tab
The Call Sheet tab is where you manage your conversation and record outcomes.
Contact details and property information
At the top of the call sheet, you’ll see the lead’s contact details, ensuring key information is available as soon as you make the call.
Similar rented properties
The call sheet displays the top three similar rented properties from your database. This makes it easier to guide conversations using relevant comparisons.
Lead temperature and notes
You can:
- Set the lead’s temperature (for example, Hot, Warm, or Cold)
- Add conversation notes, which are saved under the lead activity on the contact’s timeline
Communicate with the lead
From the call sheet, you can send the lead an:
- SMS
This allows you to follow up immediately during or after the call.
Categories
You can add or update contact categories as needed to keep lead information organised.
Record the call outcome
After completing the call, record the outcome to ensure the correct next steps are triggered.
- Answer Were you able to contact the lead?
- Select Yes or No
- If the lead is being dismissed:
- Select a dismiss reason from the available options
View the Timeline tab
The Timeline tab shows a chronological history of the lead’s activity, including:
- Call notes
- Status changes
- Previous interactions
This provides full context for future conversations.
Use the Matching Criteria tab
The Matching Criteria tab shows how the lead aligns with available listings.
Here you can:
- View properties that match the lead’s criteria
- See the number of matching listings
- Add or update matching rules as needed
What's next?
Learn how to configure and use BDM Lead Configuration.