Leads is a very simple system - how it works is by you getting your portals to send your enquiry to a different email address, that Rex has access to. This means that there are two steps to setting up Leads - they are:
- Getting the Leads Email Dropbox Email address
- Adding that address (or addresses) to the portals
Finding your Leads E-mail Address
If you're an admin user attempting to set up for all users, you'll need to get the agents Leads Dropbox Email address - you can see the section below this for information on how to grab it yourself, or contact Rex Support for this info.
If you're an agent and you're updating your own leads address on the various sites you list on, you can get your unique leads address by:
- In the top right-hand corner of Rex, click on the icon that shows your initials (eg "RT") or your Profile Picture
- Select My Settings
- In the left-hand menu, choose Leads
- Copy the email address shown under Your Leads Dropbox Address
Finding Other User Leads E-mail Address
If you need to get the lead email addresses of other users in your account, you can go to Settings > Users & Security.
Once there, simply hover over the specific user and click the dropdown arrow > select Copy Leads Email.
This will copy the leads email address directly to your clipboard, which will allow you to paste it elsewhere to compile your list.
Using the Agency Leads E-mail Address
If you're an admin user and you want all leads to be sent to a generic leads address, where you can then assign to the agents, you need to get the Agency Leads Dropbox email address. To do this:
- From the left side menu, go to Settings > Under other, go to Advanced Settings
- In the left-hand menu, choose Leads
- Copy the email address shown under Your Leads Dropbox Address
Updating the portals to your new Leads E-mail
Set-up: Website admin
Some sites allow you to log into the back-end and change the email address that they send the enquiries to.
To do this, log into Agent Admin, then navigate to the Agent Profile in order to find their current contact emails to edit.
When editing the Agents profile, change the contact email address to be your normal email address, followed by your lead's address (separated by a comma then space). Make sure to save this once added.
e.g. agent@yourrealestateoffice.co.uk, 123.1234@leaddrop.rexsoftware.com
Please note: Some portals may only allow one email address for enquiries - it is best to double-check this with the portal directly to confirm this.
Set-up: OnTheMarket, Rightmove and Zoopla
To change the email address that your enquiries go to, to your Rex Leaddrop address, you will need to get in touch with the OnTheMarket, Rightmove and Zoopla Support Team directly & provide them with the relevant email addresses to get this set up.
After making the change, you'll need to force a re-feed of the agent's (Or agency's) listings to update the Leads address on the portals. For info on this, see Portals & Publication: Force Upload multiple listings.
Additional Information
After your leads are set up, please ensure that Turning On Auto-Parsing. Once completed, you may need to add Trusted Email Addresses.
Once completed, you can get started with Processing Leads.