Contact Overview

Open the lead’s contact record (instead of staying on the dashboard feed). Use the contact page to review activity, email/listing alerts, and profile details in one place.

The Scout Score is a quick signal of buyer/seller intent. Higher score usually means higher engagement.

What influences Scout Score: Email activity (opens/clicks) and site/app activity (viewing alerts, browsing).

How to use it: Rising score = follow up now. Low score = tighten search criteria and make sure alerts match what they want.

Use the three-dot menu for quick actions: Transfer to a team member, Send a custom welcome email, Reset password, Enrich contact info (beta), Archive or Delete.

Tip: Use Archive to remove from active work while keeping history. Use Delete only if you’re sure the record isn’t needed.

This is where you confirm what’s going out to the client: Home Value Alerts, Listing Alerts, and Market Activity alerts (if set up).

What to do: Scan what’s active → adjust settings if needs changed or engagement is low → add a new alert if they need a tighter match.

Click the pencil to update name/email/phone and add/edit additional contact details (like a secondary email/contact).

Why it matters: Clean contact info improves deliverability and keeps alerts/follow-up going to the right place.

Add a commute destination so the lead can see drive-time context while browsing. This does not create a search—it’s a reference point for commute times.

Best use case: Buyers deciding between multiple areas who need commute confidence.

Contact Enrichment is a beta feature intended to enhance the contact profile with additional information.