Viewing and accepting leads
Open a pillar’s leads
Section titled “Open a pillar’s leads”- Go to Dashboard > Demand.
- Under Your pillars, select a pillar.
The Available leads page lists every lead you can currently take in that pillar. Select Refresh to pull the latest, or Load more at the bottom to see older leads.
If a lead email links you to a specific lead, it opens that lead’s details straight away.
What each lead shows
Section titled “What each lead shows”Each lead card shows:
- the location, or “Location not specified”
- the lead type (or a general enquiry) and how long ago they enquired
- a short quote from their enquiry, when they wrote one
- scores for the lead
- the Price
Select View details to open the full lead.
Lead details
Section titled “Lead details”The Lead detail window adds:
- Contact signals, such as:
- “Phone number included”, or “Email only, no phone number”
- “Enquirer confirmed they want to be contacted”
- “Mobile number verified. The enquirer confirmed from a text we sent to it”
- the rest of the enquiry details
- They also told us: extra answers the enquirer gave
- what the enquirer will be offered when you accept (your handover settings, which you can adjust for this lead)
- the Price
Their name, email and phone number are not shown until the lead is connected to you.
How the age of a lead affects it
Section titled “How the age of a lead affects it”How long ago the person enquired changes the terms:
| Age of enquiry | What you’ll see | What it means |
|---|---|---|
| Under 24 hours | No notice | Normal terms. You pay only if they reply. |
| 24 to 72 hours | Amber notice | Reply odds drop after the first day. KnowYourMarket.ai sends the message now and follows up within a few hours. |
| 72 hours or more | Green notice, price shows Free | If they reply you get their details and pay nothing. |
Accept a lead
Section titled “Accept a lead”- Open the lead with View details.
- Check the details, contact signals and price.
- Select Accept.
When you accept, KnowYourMarket.ai sends the enquirer a message about their enquiry on your behalf. You only pay for the lead when they actually reply to you.
You’ll see a confirmation such as “Accepted. Nothing charged until they reply.”
If you’re asked to add a card
Section titled “If you’re asked to add a card”Sometimes the app asks you to Add a card to accept this lead. This saves a card for later. You are only charged when they reply.
- Enter your card details.
- Select Save card and accept.
The lead is accepted as soon as the card is saved.
What happens after you accept
Section titled “What happens after you accept”- The lead moves to the Accepted section at the top of My Demand > My Leads while you wait for a reply.
- When the enquirer replies, the lead is connected. You pay the lead’s price and it appears in your connected leads with their contact details.
- Open the lead to message them, track progress and add notes. See Working a lead.
If a lead has gone
Section titled “If a lead has gone”Leads come and go as enquiries arrive and get taken. If a lead is taken before you accept it, you’ll see “This one has been taken.” and the lead is removed from your list.