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How to manage and view your leads

This article explains every functionality under your Business Leads section on the platform.

 


  • Log in to your account on www.biggerpockets.com.
  • Under the notification bell in the top right corner, select Business Leads.     
  • Active Lead Bundle: Displays how many leads you have in your featured markets.
  • My Leads: Toggle between your business accounts and see how many leads you have remaining in your featured markets.
  • Export as CSV: You can download your leads based on the listed time stamps.
  • Gear/settings Icon: Update your lead notification email and sign up for text alerts. Follow this article on How to Get Started with Integrating Leads. Please work with your CRMs to read the script.
  • View More: The remaining question answers from the finder are displayed here.
  • Lead Source: Leads with a source as "Business Directory" or "Business Page" are non-paid, organic leads that contacted you. 
  • Status: Identify your leads here to track your conversion. If you requested a lead credit, if it displays "Credited" it was accepted; if it displays "Denied", the request did not qualify as a lead credit.
  • Request Credit: This is where you will submit your lead credits. Please follow this article on our Lead Credit Policy and Process.