Add buyers to a listing

Summary

Learn how to add existing or new buyers to a Sales Listing, set their interest level (e.g., In/Maybe/Out), and manage callbacks from the Buyer Leads screen

This article covers:

• About adding buyers to a listing
• Add an existing buyer to a listing
• Create and add a new buyer
• Set buyer interest level on the listing

About adding buyers to a listing

To add buyers to an existing Sales Listing, first use Buyer Leads to record them. Next, your team can track interest and schedule callbacks. Then, work these leads by updating categories, introducing other listings as needed, and generating vendor reports. The Buyer Leads screen is designed to make these steps straightforward and efficient.

Before you start

• Where to work -Use the Sales Listings area and the Buyer Leads tab on the selected listing
• Why Buyer Leads - It centralises buyer activity for listing and supports callbacks, buying criteria, E‑alerts, and vendor reporting
• Duplication control - Box+Dice’s contact management is “duplicate‑phobic” and records a contact’s relationship to a property, including listing interest and interest level for consistent tracking

Add an existing buyer to a listing

To attach an existing buyer in the CRM to the listing’s Buyer Leads:

To add an existing buyer:

• Go to: Sales > Listings
• Search and open the listing you’re working on

• Open the Buyer Leads tab
• Select + Add Buyer
• Search for the buyer and select them to add to the Buyer Leads list

• The buyer’s record will be available for information verification and updating
• In the Buyer Leads list, click the buyer to open their record on the listing

Create and add a new buyer

Create a buyer contact and attach it to the listing’s Buyer Leads.

To create a buyer if they didn't exist yet:

• Go to: Sales > Listings
• Search and open the listing you’re working on

• Open the Buyer Leads tab
• Select + Add Buyer
• Type the buyer’s name > Click Create new contact
• Use the new contact flow to create the buyer

• Click Add Contact
• Select the newly created buyer to attach them to the listing’s Buyer Leads.

Set buyer interest level on the listing

Record the buyer’s level of interest in this specific listing to support callbacks and vendor reporting.

To set the buyer interest level:

• In Buyer Leads, open the buyer you just added
• Update Interest Level - Agencies often configure plain labels like In, Maybe, or Out to keep vendor reports intuitive

• Add any callbacks, categories, or notes, and consider introducing other listings if the interest is low