Managing Leads

The Leads page is your central hub for everyone who has shown interest in your property marketing. Leads are captured automatically from public reports, valuation forms, and manual imports, then managed from a single dashboard.

Accessing leads

Click Leads in the sidebar (or navigate to /leads).

Note: Lead management is available on plans that include this feature. If you see a lock icon, you may need to upgrade.

How leads are captured

Leads flow into your workspace from several sources:

• Report lead gate - when someone enters their details to view a public report

• Valuation form - when someone submits an instant valuation request

• CSV import - bulk upload from a spreadsheet (see Importing Leads)

• Manual entry - add leads directly from the dashboard

• Webhook - from external lead sources via your inbound webhook

Lead dashboard

The dashboard shows all your leads in a table with:

• Name and email address

• Location (the property or area they enquired about)

• Source (report, valuation, import, etc.)

• Date captured

• Email status (whether they have been emailed, bounced, or unsubscribed)

Filtering and sorting

Use the filter bar to narrow your lead list:

• Filter by source (report, valuation, import)

• Filter by email status (contacted, not contacted, unsubscribed)

• Sort by date, name, or location

• Search by name or email

Bulk actions

Select multiple leads using the checkboxes, then use Gmail-style bulk actions:

• Send campaign - email all selected leads

• Delete - remove selected leads

• Export - download selected leads as CSV

Lead details

Click on a lead to see their full profile:

• Contact information

• Which report or valuation they came from

• Email history (campaigns sent to this lead)

• Engagement data (if they clicked any report links)

Lead quality

Leads from the report lead gate, the email signup form, and the instant valuation tool are captured the moment a visitor submits the form. There is no longer a 6-digit verification code or a "click the link in your email to confirm" step. Junk submissions are filtered behind the scenes with email typo detection ("Did you mean gmail.com?"), an invisible honeypot field that traps bots, and per-IP rate limiting. The webhook to your CRM fires immediately on submit, so you can follow up before the lead's interest goes cold.

Unsubscribes

Every email sent through Market Trak includes an unsubscribe link. When a lead unsubscribes:

• They are marked as unsubscribed in your lead list

• They will not receive any future email campaigns

• You can still see their details, but cannot email them

Contact limits

Your plan includes a maximum number of contacts (leads). The current usage is visible in your profile menu. If you reach your contact limit, you will need to upgrade or remove old leads to add new ones.

Next steps

• Email Campaigns to nurture your leads

• Importing Leads to bulk upload from a spreadsheet

• Welcome Emails for automatic onboarding