How can we help? How can we help?
  1. Box+Dice Help Centre
  2. Automations
  3. Lead Capture

View a contact’s lead capture enquiries

MRI Box and Dice MRI Box and Dice

Summary

Learn how to view a contact’s lead capture enquiries in Box+Dice through listings, contact timelines, and tasks for better lead management and follow-up.

This article covers:

Overview

Lead capture automatically links online buyer enquiries from portals like realestate.com.au and Domain to contacts and listings in Box+Dice. You can view and manage these captured enquiries from several areas in the system.

Note: Lead capture enquiries from new customers will create a new contact card. The 'My Contact' category is not applied automatically and must be added manually. However, the 'Web Enquiry' category is added by default

View enquiries from a listing record

You can view captured leads directly from the Buyer Leads screen for a listing.

  • Go to: Sales > Listings
  • Select the relevant Listing
  • Select Buyer Leads from the sidebar
  • Click Web Leads to view and manage the enquiries
  • When you qualify an enquiry by setting the Interest Level to IN, MAYBE, or OUT, it automatically moves from Web Leads to the Buyers list

View enquiries from a contact record

Lead Capture enquiries are also visible within a contact’s history timeline, allowing you to see all past activity in one place.

  • Go to: Contacts
  • Select the Contact record

In the Buyer activity section, each enquiry is listed here as part of the contact’s interaction with specific listings.

  • Click the related listing to open more details
Tip: This view provides a quick overview of how active a buyer has been across multiple listings.

View enquiries in the lead capture dashboard

You can also view an overview of all lead capture enquiries in the Lead Capture Dashboard.

  • Go to: More > Lead Capture

Track Enquiries via tasks

If Lead capture tasks are enabled, each enquiry will automatically generate a follow-up task.

  • Go to: Tasks
  • Tick Web Enquiry to view all tasks linked to captured leads
  • Click on a task to open the related contact or listing and follow up
Note: Enabling lead capture tasks ensures no enquiry is overlooked, helping you stay on top of new leads.

Articles in this section