Every lead your division received this period — including the ones that went directly to individual reps through Connections — in one chronological feed. Now with read receipts, so you know whether each lead email has actually been seen.
Who can access this? Admins, Managers, and Portal Viewers. Sales Reps use the Builder Portal and don’t have Sales Portal access. Learn more about user roles →
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Leads is a list of every lead your division received during the selected time period — exactly what the helper text on the panel says: “Every lead your division received this period.” Newest leads appear at the top.
Each lead shows you the agent’s name and contact info, the home details (if applicable), who received the lead — your default contact or a specific rep — what action triggered the lead, and the date and time it happened.
Click any lead to open a detail view with the agent’s full contact info and, when applicable, the home address and community.
Lead detail popup showing the agent’s contact info, home address, community, and any message they included.
Here’s the key reason the Recent Leads panel exists.
When an agent connects with one of your reps on New Home Buddy, that rep — not your default online sales contact — receives the lead notification. That’s by design. Agents want to work with specific reps they trust, and our Connection feature routes leads accordingly.
The catch: before the Sales Portal, division leadership had no easy way to see these leads. They happened in rep-to-rep email threads, out of view of the broader team.
The Leads panel changes that. Every lead — whether it went to your default contact or to a specific rep through a Connection — shows up in one unified feed. Full visibility across your entire division, without asking anyone for updates.
The Leads panel captures every meaningful buyer or agent action on your division’s homes. They fall into two groups based on who receives the lead notification:
📥
When an agent doesn’t have a Connected rep
📅
Through Connections or direct buyer activity
Every entry in the feed includes the same core information.
AGENT INFO
Name, email, and phone number
RECIPIENT
Default contact or specific rep
TIMESTAMP
Date and time of the event
HOME DETAILS
Address and community (if applicable)
ACTION TYPE
What triggered the lead
MESSAGE
Any note the agent included
Click into any lead to see the full detail popup. From there, you can copy contact info, click through to view the lead’s source home, or jump to that rep’s profile.
The Recent Leads panel updates when you change either of these two Dashboard controls:
For a deeper look at how filters work across the whole Dashboard, see the Dashboard Overview.
Every lead generates a notification email — to the connected rep, or to your builder’s default contact. Until now, leadership had no way of knowing whether that email was ever seen. Read receipts fix that.
Each lead in the feed carries a status pill showing exactly where its notification email stands:
The notification email was delivered, but hasn't been opened yet. This is the default state for every new lead.
The recipient opened the notification email. The lead has been seen.
The recipient clicked a link inside the notification email — the strongest signal the lead got attention.
The value is simple: if a strong lead is still sitting at Sent two days later, you know before the agent relationship goes cold — and a quick nudge to the rep keeps it warm.
What read receipts track: the lead notification email — opens and clicks only. An “Opened” pill means the email was seen, not that the lead was called or followed up on. Use it as a visibility signal, then confirm the follow-up with your rep.
Recent Leads is the one Dashboard panel that rewards a daily habit. Here’s how to make it work for you and your team:
DAILY
Scan the read-receipt pills
Strong leads still sitting at “Sent” after a day or two deserve a nudge. Thirty seconds of pill-scanning keeps agent relationships from going cold.
WEEKLY
Look for rep patterns
If a particular rep is consistently receiving strong leads through their Connections, they’re doing the relationship work. Recognize that publicly — it motivates the rest of the team.
WEEKLY
Flag leads that need follow-up
If a lead came in three days ago and you know the rep is traveling, a quick nudge to a teammate can keep the agent relationship warm.
PRO TIP
Pair it with Builder Rep Performance
The Builder Rep Performance panel shows who’s generating activity. Recent Leads shows you what that activity is producing in real time. Together, they tell the full story.
Have questions about the Leads panel or anything else in the Sales Portal?
Builder Rep Performance →
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Sales Portal Dashboard →
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Traffic Charts →
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Top Performing Agents →
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Sales Portal User Roles →
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