Exploring REW CRM's New Lead Details Page

Posted by Mheanne Celis

Updated on September 16th, 2024

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Published in REW CRM

We understand how crucial effective lead management is to your success, which is why we've revamped REW CRM's Lead Details page. Our goal is to simplify your workflow and provide everything you need in one place, making it easier to track, manage, and engage with your leads.

The Reason for the Update

One of the key reasons for revamping the Lead Details page is to improve the mobile experience within REW CRM. While our clients have loved their experience with the REW app, more than 95% of our users access the CRM through a browser, making it clear that enhancing the mobile view of the CRM is a top priority.

Optimizing the mobile browser version instead of the app saves costs and allows us to allocate more resources toward developing new features. Typically, we release powerful updates to REW CRM every 2-3 months, and constantly updating the app to support these features can become time-consuming. Additionally, Apple's frequent iOS updates require apps to constantly adapt, meaning more time would be spent maintaining the app instead of pushing forward with valuable R&D.

We know how busy and constantly on-the-go agents are, which is why we're committed to ensuring REW CRM supports them wherever they are. By focusing on the CRM's mobile functionality, we're making sure you and your team have access to all the tools you need anytime, anywhere.

Desktop and mobile version of REW CRM's new Lead Details page.

What's New

REW CRM's new Lead Details page introduces updates to help you review, contact, and take action on leads more efficiently. Here are some of the key updates and features you should check out:

• Communication Totals: At the top of the screen, you can view communication totals (calls, emails, texts, inquiries, messages) for quick reference.

• Redesigned Lead Information: The new format allows quick access to phone numbers and emails with click-to-call or email functionality. The Quick Notes feature was also added so agents can easily edit or add notes while on mobile.

The call, text, and email buttons are displayed for quick access.

• Prominent Contact Panel: The lead's preferred contact method and home address are now immediately displayed, giving agents easy access to crucial information.

• Collapsible Lead Activities: The revamped design enables you to easily scroll through all lead activities with expandable sections, including: Engagement, Activity, Action Plans, Listings, Searches, Notes, Inquiries, Deals, Events, Basics, Contact, Team, Relationships, Groups, Tags, and Motivations.

• Activity Line Graph: This new feature visually shows key dates, such as when the lead joined, their last visit, and the last touch. Additionally, you can filter the lead activity by person, activity, and date. 

The new activity line graph showcasing the lead’s join date, last website visit, and most recent contact.

• Lead Basic Information Panel: This panel now has an "Edit Basic" button for quick updates on a lead's status, stage, referrer, budget, buyer commission, visits, notifications, and subscriptions.

• Mobile-Friendly Action Plans: Tasks within action plans have been redesigned to be more accessible on mobile devices.

• Listings Totals: We've added Listing totals on the new lead details page, showcasing a lead's inquiries, favorites, views, and agent recommendations.

• Saved Searches: This panel displays saved, recommended, or trending searches for each lead.

• Inquiries Panel Update: Listing images in the inquiries panel are now expanded, with added buttons to view listings and respond to inquiries.

• Enhanced Deal Card Information: Key deal details such as outcome, close date, sold price, and commission are now included.

• Quick Notes Management: You can now easily add, edit, or delete quick notes and control their visibility to other agents or just yourself.

• Event Information: Key event details related to leads are more visible, with updated action buttons to edit, delete, or mark events as complete.

• Group, Tags, and Interests Management: Agents can now add or remove groups, tags, interests, and motivations for a more in-depth lead profile.

• New Lead Relationships Feature: An exciting addition to the new Lead Details page is the Lead Relationships feature, which lets you link leads by relationships, such as family or business connections. More enhancements are coming, including establishing two-way relationships and streamlining email communication based on these connections. 

Adding relationships to a lead profile.

With these updates, you can manage leads proficiently from your mobile device and have the power to stay productive on the go. We recommend watching our walkthrough video on REW Academy for a complete guide on using these new features. 

Lead Details Walkthrough Video

The instruction video for REW CRM's new Lead Details page.

Navigate the New Lead Details Page

Accessing the new Lead Details page is quick and easy, whether on your phone or desktop. Here's how to get started:

1. Open REW CRM: Log in to your REW CRM account.

2. Go to the Leads Section: Click on Leads in the top menu bar to view the Leads homepage, where all your leads are listed.

3. Select a Lead: Choose a lead from the list to open their profile and view their detailed information.

4. Edit or Take Action: Use the Edit button to update information or click the applicable Action buttons to perform tasks such as calling, replying to inquiries, adding saved searches, and more.

5. Use Collapsible Panels: Easily navigate through the lead's details by expanding or collapsing sections like Activity, Notes, or Listings. This will help you access the most important information quickly and efficiently.

With just a few clicks, you can manage and update your leads directly from the Lead Details page, regardless of your device. Watch our Summer of Innovation webinar featuring our CEO, Morgan Carey, to learn more about how to fully leverage this REW CRM update.

Summer of Innovation- Lead Details Page Video

Our CEO, Morgan Carey, discussing the new Lead Details page in our Summer of Innovation webinar.

Best Practices to Follow

To get the most out of the new Lead Details page, here are some best practices to follow:

• Keep Lead Information Updated: Regularly review and update lead details to ensure you're always working with accurate, up-to-date data.

• Leverage the Collapsible Panels: Use the collapsible and expandable sections to organize your view. Only open the sections that are most relevant to your current task to save time and avoid unnecessary scrolling.

• Track Lead Activity with the Line Graph: Make it a habit to check the activity line graph for recent visits, last contact, and today's interactions so you can prioritize follow-up with active leads.

• Use The Action Buttons: Take advantage of these shortcuts to call, reply, email, and maintain consistent communication with your leads.

• Utilize Quick Notes: Always take notes when communicating with a lead, and be sure to document key highlights and next steps to stay organized.

• Review Key Information: Stay on top of your game by reviewing key information before contacting prospective clients. 

By following these best practices, you can maximize the effectiveness of the Lead Details page and make it easier to manage leads, stay organized, and close more deals.

Experience These Benefits

The revamped Lead Details page offers numerous advantages that enhance your lead management experience. Here are three main benefits:

• Enhanced Accessibility: The new design is not only optimized for desktop use but also specifically tailored for mobile devices. This means you can access vital lead information and take action anywhere, whether you're in the office or out meeting clients.

• Streamlined Workflow: Finding and updating information is now easier with the page's new features and redesigned layout. This streamlined experience reduces the time spent searching for information, enabling you to concentrate on nurturing relationships and closing deals.

• Better Organization and Insight: The updated Lead Details page includes features that provide valuable insights into lead behavior and motivations. This helps you form rapport with leads and build meaningful connections, resulting in fruitful relationships.

Leverage the new Lead Details page to boost your lead management.

Continue the Discussion

We'd love for you to join us on the REW Forum to continue the conversation about the new Lead Details page. If you're using it already, we're eager to hear what you think—your feedback really helps us improve and fine-tune our products. Plus, the forum is a great place to ask questions and stay in the loop on all our latest projects. Come share your thoughts, connect with other users, and help us make REW CRM even better!

Join REW Forum Today!

Lead Details Page FAQ