Leads

NuAgent's lead management tools help you capture, qualify, and convert leads into clients.

Lead Pipeline

Leads move through customizable stages in your pipeline:

1. New — Freshly captured or imported leads
2. Contacted — Initial outreach has been made
3. Qualified — Lead has been vetted and shows genuine interest
4. Active — Actively searching or listing
5. Under Contract — Deal in progress
6. Closed — Successfully converted

Capturing Leads

Leads can enter NuAgent from multiple sources:

• Manual entry — Add leads directly from the dashboard
• Website forms — Capture leads from your website
• StreetEasy / Zillow — Sync leads from listing portals
• Email — Automatically create leads from incoming inquiries

Lead Assignment

For teams, leads can be assigned automatically using round-robin rules or manually by a team lead or admin.