Lead Details Page

Lead Details Page

Be Prepared.

Dial-in on customer preferences and must-haves before they step foot in the door.


The Lead Details Page includes customer contact information, each customer's unique journey, any Best Price Now recommendations, claimed offers, scheduled appointments, Live Chat conversations, or Income Calculator results, and any Lead Nurturing communication that The Conversion Cloud has sent to your leads. The Lead Details Page also includes customer responses to qualification questions and the transcript of any chat conversations. Review the information below to learn about each section of the Lead Details Page.


Customer Information

Find the customer's contact information in the Customer section. This includes the customer's name, email address, and phone number. Edit the customer's contact information by clicking the pencil icon.


Additional Information

Gain additional insight about who your customers are, such as what city they come from, whether or not they have opted-in to SMS messaging, the type of device they use, and how frequently they interact with the application on your website.

  SMS opt-in consent is specific to the dashboard and the Twilio number in use by the company at the time that consent is provided. Consent can not be transferred between phone numbers or other messaging software and platforms.  

App Events

View offers your customer claimed and manage events or appointments requested. 

Best Price Now

Review the customer's vehicle details, estimated trade-in value, and the responses to the pre-defined questions configured within the module. The trade-in value is based on the low, medium, and high trade multipliers configured within the module.




The Spotlight event displays the promotion and offer description claimed by the customer. If configured within the module, the duration of the promotion and the customer's answers to predefined questions will also be displayed. 



Schedule Genie™

The Schedule Genie™ event displays the date of any past appointment and allows the user to modify or cancel upcoming meetings. 

Chat Details

The Chat Comments display the chat transcript between the customer and the chat team. 



Income Calculator

Income Calculator allows property managers to view whether their leads and potential customers will be able to afford this property. 



Deleted Due To CCPA

The following may appear if a customer has requested that their data be removed under the California Consumer Privacy Act.



    • Related Articles

    • Leads Calendar

      View your application’s performance, plan your appointments, and organize your time with the Leads Calendar. The Lead Calendar displays the date of any scheduled or canceled appointments that were requested through the Schedule Genie module. To find ...
    • Leads List

      View lead submissions in a list view and access more lead data to better prepare for appointments or events. The Leads List provides a chronological record of each lead that converted using the application and modules on your website, beginning at ...
    • Predefined Questions and Answers

      Clients within the same business category or industry often seek to obtain similar details or information from customers prior to meetings or appointments. You can create predefined questions to save your clients some time. Predefined questions can ...
    • RealPage ILM (Calendar Sync)

      The RealPage ILM integration is modified from the OneSite integration. This integration allows the Schedule Genie™ module to read your OneSite calendar while delivering lead cards to your ILM. The OneSite PMC and Site ID allow the Schedule Genie ...
    • Lead Nurturing Walkthrough

      Lead Nurturing enables you to keep in contact with leads acquired by The Conversion Cloud. Visitors to your website who submit their contact info through The Conversion Cloud will receive either an email, text message, or both at a designated point ...