Agent 123 Real Estate Website Help – How to View / Manage your site Leads

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How to View / Manage Your Site Leads

After you log in to your Agent Center:

Click on “Contacts” located at the top of the window in the dashboard section.

Your “Contacts” page will contain a table displaying all users that have filled out a form on your site.

The “Contacts” tab will also allow you to log into your IDX123 admin to check on property search leads if it is part of your package. It’s located at the bottom of the page under “Sign in”.


The table shown below will display Name, Phone, Email address, Comments, Street Address, City, Zip and the date that the form was submitted. Note: Email address is the only required field, all other fields may or may not contain information due to the voluntary nature of the form.


– Click the “pencil” to edit any information contained with a Contact.
– Click the “blue_x” to completely delete a Contact.
– To export a Contact to Microsoft Excel, click the checkbox for that contact and then click the “excelicon.
(Note: Excel will not be able to separate the client information into columns or sections. You will need to make necessary adjustments within the program itself to do this.)

– To export a Contact to Microsoft Outlook, click on the “outlook” icon.

If the client provided you with all their contact data, you can manually add a Contact to your database by clicking the “Add Contact” link at the bottom left on the “Contacts” table.


After you have entered all information for your new contact, click the “check” icon to submit.

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Great Standard Features of ALL our
Website and IDX Packages

Website Features
Beautiful Mobile Friendly Responsive Designs
Fully Integrated IDX MLS Listing Search with Amazing Features, and Widgets
Content Management System: Easy to Add Pages, Photos, etc.
Contact Management Systems: Captures Leads from BOTH your Website and IDX
Over 50 Pages available, add them as you wish beyond the initial build of 20+ pages
Built-in Forms Creation: Change or Create any form you want
Built-in Image editor saves time!
What’s My Home Worth? Lead capture form
Buyers/Sellers Articles
FREE Reports with drip emails
School/Community Info
Testimonials Page
Quick Loan Quote Form, emailed to your selected Loan Officer
Export Leads to Excel or Outlook CSV
10 Calculator Suite for Your Users
Our Team Page: Displays a photo and info for each team member
SEO Search Engine Optimization: Add keywords; customize URLS, Meta Tags and more!
Website Visitors, Time on Site and Leads Stats in your Admin section
Hire RealtyTech to actively market your site online for you!
Live Virtual Assistant Service available
IDX Features
The Nation’s Best Full Featured IDX MLS Search System
Your Photo, Phone and Email on ALL Live MLS Listings regardless of Listing Agent
Fully Automated Listing Alert Email System: Keeping you on their minds daily
Capture Leads with your VIP Membership System
Generate Instant Custom IDX Searches for your Users
Customizable Polygon Search and Save Feature
Beautiful Map search with Street View
Featured Homes Widget: Highlight your own listings and market automatically
Featured Markets Widget: Localize your site with Geo-Targeted Search Widgets
My Office Listings Widget
Market Snapshot Widget: Show live activity in your specific market
Automated Open House Page
SOLD Properties Pages
Foreclosure Listings
Website Stats Admin Page
Live Virtual Assistant Service available
Automated Open House Page
Additional Features for Broker Websites and Broker IDX:
Agent Gallery: Photo and info for every agent with search feature. IDX feed integrate to display all of that Agent’s Info
Agent Leads: Broker IDX displays Agent Photo and Contact Info on their own listings on the Office/Company Website.
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