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  1. Opcity
  2. Brokers & Agents
  3. Lead Management

Lead Management

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  • Releasing a Lead
  • I am Receiving Leads I Don't Want. How do I Update my Preferences?
  • How to Update a New Lead
  • How to Update an Existing Lead
  • Putting a Lead on a Long-Term Hold
  • How do I Move the Status of a Lead Back a Step?
  • Why do I Need to Update my Lead if There Hasn't Been any Movement?
  • A Referred Buyer is Also Selling Their Home. How do I Create a Second Transaction to Track that Sale?
  • How do I Notify Opcity if my Client Wants to use a Different Lender or Settlement Company?
  • Can I Refer a Lead I Received to a Team Member?
  • Can a Member of My Team Claim Leads for Me?
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