All About Leads

Learn how to make the most of your lead ecosystem within Luxury Presence — from setting up smart routing rules and managing contact information to making sure every inquiry lands in the right hands. These sessions are designed to help you capture more, lose less, and follow up faster."

Using Smart Actions in the Presence Platform

This video introduces Smart Actions in the Presence platform, an automated feature that analyzes contact activity and surfaces suggested next steps for you to take. You'll learn how to access Actions, navigate its three sections, and act on suggested tasks so you can stay proactive with your contacts without manual tracking.

Hands typing on a laptop beside a second monitor.

How to Sync Your Email to the Presence Platform

Syncing your email is one of the most important steps to getting the most out of the Luxury Presence Platform. Once connected, the platform pulls in your existing contacts, powers smart tasks and follow-up suggestions, and gives you better visibility into your pipeline automatically.

Assigning and Reassigning Leads

Learn how to assign and reassign leads to the right agent in the Presence™ Platform — so every inquiry ends up in the right hands.

How to Set Up Lead Routing in the Presence Platform

Never lose a lead to the wrong inbox again — learn how to configure routing rules so every form submission lands exactly where it should.

Lead-management dashboard showing lead history, a rising chart, and three new lead profiles.

Contacts Tab: Your Lead Dashboard Walkthrough

Real-time insight, real-world results. Learn how to use the lead dashboard to track interest, prioritize outreach, and turn views into conversations that convert.

Real estate search interface with Chicago listing cards beside a map marked with property locations.

How to Set Up Saved Searches & Listing Alerts

Know what your leads are looking for—literally. We'll show you how to create, customize, and track saved searches so you can deliver the right listings and keep engagement high.

Resources

Lead Nurturing Email Scripts

Download these 7-part email sequences built to engage your buyer and seller leads. Strategically written, easy to customize, and ready to match your voice—so you can stay personal and stay top of mind.

Lead Handling Guide

This guide shares proven strategies to nurture leads and turn interest into closed deals—with clear, actionable steps you can start using today.

Luxury Presence Knowledge Base

We understand you don't always have the time for a full training session, visit our knowledge base for a searchable database of Luxury Presence know-how

Lead Gen Services

Curious about how our lead generation services can support your business? Let’s connect.

Tablet displaying a lead-management dashboard on a beige woven chair.

Presence Platform: Essentials

If you’re new to Luxury Presence or looking for a refresher, join us every Tuesday at 9 AM PT to build confidence in navigating the platform, create more opportunities for client engagement, turn activity into action, and build the habits that drive real results.

Contact our Support Team

Have a question? We're here. Reach out anytime and our team will get you the answers you need.

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