Use Lead Flow Tasks on the Agent App

Summary

Learn how to view and action Lead Flow Tasks in the Agent App, including accessing call sheets to manage prospecting activities directly from your device.

This article covers:

• Overview
• View Lead Flow Tasks
• Understand the Call Sheet
• Take action from the Call Sheet

Overview

Lead Flow Tasks are now available in the Agent App. This lets you manage your prospecting calls and follow-up actions directly from your device using the same call sheet features available in the web application.

View Lead Flow Tasks

You can filter for and open Lead Flow Tasks just like any other task in the app.

To view a Lead Flow Task:

• Go to: Tasks in the Agent App
• Use filters to locate Lead Flow Tasks
• Tap the task to open it

When opened, a Call Sheet displays automatically, providing all the key details you need for your prospecting call.

Understand the Call Sheet

The Call Sheet consolidates all the information you need to prepare and conduct a productive call. Each section appears as an accordion panel that you can expand or collapse for quick reference.

You’ll see sections such as:

• Contact details - Shows the lead’s name and key contact info

• Similar Sold Properties - Shows recently sold properties comparable to the lead’s property

• Estimated Profit / Valuation - Provides an estimated property value and potential profit calculation

• Buyer Match - Lists buyers who may be interested in the property

• Potential Commission - Displays the commission estimate based on the property’s valuation and agency settings

• Contact temperature - Indicates the lead’s engagement level

• Lead Notes - Shows any notes added previously about the lead for context during the call

• Contact Categories - Displays tags or categories assigned to the lead

Take action from the Call Sheet

Once you’ve reviewed the Call Sheet, you’re ready to contact the lead and progress the task.

To progress a Lead Flow Task:

• Review all relevant lead details in the call sheet

• Contact the lead using the provided contact information

Once you've completed the call or interaction:

• Respond to the question “Were you able to contact the lead?”
• Select Yes or No
• Add any notes or outcomes from the call

• Scroll to the bottom of the screen to view more available actions

• Select one of the following:

  • Reset - Clears selections and resets the task state

  • Dismiss Lead & Complete Task - Removes the lead and marks the task as complete

  • Complete Task with Follow Up - Marks the task complete and creates a follow-up task

  • Create Appraisal & Complete Task - Logs a new appraisal linked to the lead and completes the task

The task automatically updates in the system and is reflected in the lead’s timeline in both the Agent App and the web application.