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Understand buyer leads by contact

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Summary

Learn how to view buyer leads for a specific contact in Box+Dice, using the Timeline and Listing Interests tab for a complete activity history and property interest details

This article covers:

About buyer leads by contact

Buyer Leads track a contact’s interest in specific listings and related interactions. You can view and manage these from the Contact record, primarily via the Timeline (activity history) and Listing Interests (interest details).

What you’ll use
  • Contact Timeline - Shows calls, emails, notes, and buyer‑lead‑related activity
  • Listing Interests tab - Records the listing(s) a contact is interested in, the interest level, consultant, dates/amounts offered (if recorded), and more.
Tip: The B+D Agent mobile app also lets you access contacts and view their timeline when you’re on the road.

View buyer lead details from a contact’s timeline

Use the Timeline to see a contact’s buyer‑lead activity alongside other interactions for a full context view.

To view buyer lead details:

  • Go to: Contacts
  • Search for the contact and open the Contact profile
  • Go to the Timeline screen to review recent communications and buyer‑lead entries (callbacks, notes, match emails, etc.)

  • Use filters to focus on buyer‑lead‑related activities
Note: Contact records in Box+Dice provide a centralised view that includes listing interests and interest levels, the consultant, and relevant dates/amounts offered when recorded.

View buyer leads in the listing interests tab

The Listing Interests tab shows the specific listings a contact is interested in and the level of interest.

To view buyer leads in a listing:

  • Go to: Contacts
  • Search for the contact and open the Contact profile
  • Select the Listing Interests tab

  • Review each Listing Interest row: look for listing, consultant, interest level, and dates/amounts offered
  • If you need more context (inspections, portal loading, seller reports), open the related listing in the listings module

Add a new listing interest to a contact

Record new buyer interest directly against a contact to keep matching and reporting accurate.

To add a new listing interest:

  • Go to: Contacts
  • Search for the contact and open the Contact profile
  • Select the Listing Interests tab
  • Click + Add Listing to create a new interest row

  • Select the Listing the buyer is interested in. I.e., Sales Listing or Rental Listing
  • Confirm the property and consultant details
  • Set the interest level and add relevant notes (e.g., callback category, criteria, offers)
Note: Check the listing status before saving. Avoid adding buyer leads to Cancelled listings or those not actively marketed; listing management workflows cover statuses from listing to sold/settled.

What’s next?

Learn how to manage buyer leads effortlessly, match criteria, and generate both simple and advanced vendor reports using Box+Dice’s comprehensive buyer management features with video tutorials available in the Training Academy. 

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