Assign incoming leads to agents and convert them to deals
Real estate agencies now have Leads. Keep inquiries from phone calls, walk-ins and portal sites in one list, assign agents in bulk and move them on to viewings.
What's new
- Leads in the left menu lists deals still at the inquiry stage, with Unassigned, All, Mine and Not qualified tabs.
- Select leads and assign an agent in bulk; the agent gets a notification.
- Convert to deal moves a lead to the viewing stage and into your case list, which no longer mixes in inquiry-stage deals.
- Inquiries that won't go anywhere can be closed with Mark as not qualified, with a reason. They are left out of lost-deal analysis.
- When you Register a lead, you can choose Register as unassigned.
- Activities, a list of calls, meetings and viewings, has also been added to the menu.
Who it's for
- Industry: Real estate (companies that started using Bookmi on or after October 8, 2026 — available if Leads appears in your menu)
- Screens: Leads, Activities
- The Unassigned tab and Register as unassigned are shown only to members who can see all of the company's deals.
How to use it
- Open Leads in the left menu.
- On the Unassigned tab, tick the leads, pick someone under Choose an agent and click Assign.
- When you start working a lead, click Convert to deal on its row to move it to the viewing stage.