This video walks you through the Contacts tab in the Luxury Presence platform — your central hub for managing every lead and client relationship. You'll learn how AI-powered lead scoring works, how to organize and filter your contact list, what's inside an individual lead profile, and how to add new contacts to your dashboard.
What's Covered
- Accessing the Lead Dashboard — How to get to the Contacts tab from the left side menu after logging into the platform.
- AI-powered lead scoring — How the 0–100 lead score is calculated using engagement signals like website activity, saved properties, email and text responsiveness, and public data — and how to use it to prioritize outreach.
- Customizing your dashboard view — How to reorder columns using the gear icon and how to create and apply custom tags to keep your contacts organized.
- Filtering your contact list — How to use the filter options to narrow your view by tag, capture source, or assigned agent, and how to switch between All Contacts, Leads, Clients, Archived, and Spam views.
- Inside an individual lead profile — What you'll find on each profile: enriched contact data, activity history, saved and viewed properties, form submissions, and notes — including a voice-to-text option for quick capture after calls.
- AI Lead Nurture — Where behavior-based automated check-ins live inside a lead profile and which plans include this feature.
- Smart tasks and saved searches — Where to find contact-specific recommended actions and any saved searches or listings tied to that lead.
- Adding contacts manually — How to add a single contact using the Add Contact button, and how to request a CSV upload through the support team for larger lists.