> For the complete documentation index, see [llms.txt](https://support.agentfire.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.agentfire.com/agentfire-idx/idx-questions/understanding-idx-lead-profiles.md).

# How to Set Up Listing Alerts for Your Leads

How to add a lead so they can sign in to your website, set up listing alerts from their profile, and what your clients see in their own dashboard.

Every lead who signs up on your website has a profile in your **Lead Manager**. From there you can see what they've saved and set up listing alerts that email them new homes. Your clients also get their own dashboard on your website.

{% hint style="info" %}
This only works with AgentFire IDX.
{% endhint %}

## Add a lead

If the person hasn't signed up on your website yet, you can add them yourself.

{% stepper %}
{% step %}

### Open Lead Manager

Go to **Leads** and click **New Lead**.
{% endstep %}

{% step %}

### Fill in their details

Enter their first and last name, email and phone, and click **Add Lead**.

![The Add IDX Lead window with the phone field highlighted](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-80684e725e4f5981d5d83494ceac872b979be9f3%2Fidx-lead-1-add.png?alt=media)

They sign in to your website with their email, and their phone number is their password.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Their phone number is their password, so only add leads you know, and use the phone number they gave you.
{% endhint %}

## Set up a listing alert

{% stepper %}
{% step %}

### Open their properties

In **Leads**, click **View Profile** next to the lead, then open the **Properties** tab. You'll see the listings and searches they've saved. Click **Add Custom Alert**.

![A lead's profile with the Properties tab and Add Custom Alert highlighted](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-89f17abdef144f232dbbf04e2f8c65c8e8039562%2Fidx-lead-2-properties.png?alt=media)
{% endstep %}

{% step %}

### Name it and choose how often

Give the alert a name. Your client sees this name, so make it clear, like "3-Bed Homes in Coral Gables". Then choose how often it sends: **ASAP**, **Daily** or **Weekly**.
{% endstep %}

{% step %}

### Choose the homes

Choose **Saved** and pick one of your saved searches, or **Custom** to set the filters here, like the location, price, beds and baths.

![The alert settings with the name, how often it sends and Add This Alert highlighted](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-261510006a45db1d4736afe63271c86159da53bd%2Fidx-lead-3-alert.png?alt=media)
{% endstep %}

{% step %}

### Save it

Click **Add This Alert**.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
The first email doesn't list every home already for sale. Alerts only send homes that come on the market, or change, after you set them up.
{% endhint %}

## What your clients see

When clients sign in to your website, they get their own dashboard.

* **History:** the searches and homes they've looked at.

![The client dashboard History tab](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-1ed313e4363ef221bca01d245952dff176816cda%2F6660e6f6-Screenshot-2024-11-17-at-9.06.46-PM.png?alt=media)

* **My Listings:** the homes they've saved as favorites.

![The client dashboard My Listings tab](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-e2c458b1af0afbdfdc11ffde0c6f2e1703ce082d%2F812d867b-Screenshot-2024-11-17-at-8.53.58-PM.png?alt=media)

* **My Searches:** their saved searches and the alerts you set up for them. Each has three icons: the **bell** to change the search or turn off its alert, the **arrow** to see the matching homes on the map, and the **trash can** to delete it and stop its emails.

![A saved search with its bell, arrow and trash icons](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-0ba024d0500d6f253d930c1be708d1c0a43c4211%2F0953bf23-Screenshot-2024-11-17-at-8.48.18-PM.png?alt=media)

Their profile also lets them message or call their assigned agent.

![The client profile with the message and call options for their agent](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-329ca235c87e6f5c1742f5f883ebcfc90bb654d6%2F0495cb54-Screenshot-2024-11-17-at-9.10.11-PM.png?alt=media)

## Common Questions

<details>

<summary>Can I change an alert after I set it up?</summary>

Click the bell on the alert to change its name or how often it sends, then click **Update This Alert**. To change the homes it sends, make a new alert and remove the old one with the trash icon. **Delete Alert** under the bell only stops its emails.

</details>

<details>

<summary>Can I import a list of contacts and give them all alerts?</summary>

No, leads are added one at a time. If you use Follow Up Boss, you can add a contact to your website from their Follow Up Boss profile with the AgentFire widget. See [How to Connect Follow Up Boss to Your Website](/integrations/follow-up-boss/crm-how-to-connect-your-follow-up-boss-account.md).

</details>

<details>

<summary>My client can't sign in.</summary>

Check they're using the email in their profile and the phone number in their profile as the password. If it still doesn't work, email <support@agentfire.com> with the client's email.

</details>

<details>

<summary>What's a Partial Lead?</summary>

A visitor who hasn't signed up or filled in a form yet. Lead Manager shows them as **Partial Lead** so you can see their activity, but not who they are.

</details>

<details>

<summary>My client isn't getting alert emails.</summary>

Ask them to check their spam folder. Alerts only send when a matching home comes on the market or changes, so a narrow search may not send often. If you think one is missing, email <support@agentfire.com> with the client's email and the alert name.

</details>
