Leads
Receive and manage qualified customer leads from Smartify's portals — list view, pipeline view, and lead details.
Smartify delivers qualified smart home leads from its customer portals directly to your dashboard. Leads are matched to your service locations and automation categories.
Accessing leads
Navigate to Leads in the sidebar. If you have an active subscription with location coverage, you'll see your lead dashboard.
Leads require an active subscription and at least one subscribed location. If you haven't set up locations yet, visit Locations to subscribe to cities.
Viewing leads
Switch between two views using the toggle at the top:
List View
Each lead appears as a card showing:
- Customer name
- City
- Status badge (New, Unlocked, Contacted, etc.)
- Automation interests (Lighting, Security, HVAC, etc.)
- Lead source
Pipeline View
A kanban-style board with columns for each stage:
| Column | Meaning |
|---|---|
| New | Fresh lead, not yet unlocked |
| Unlocked | Contact details revealed; the lead record was changed. |
| Contacted | You've reached out to the customer |
| Quoted | Estimate sent to the customer |
| Won | Deal closed |
| Lost | Customer chose another provider |
Drag leads between columns to update their status, or use the status dropdown on each card.
Filtering leads
Use the status filter to show only leads in a specific stage (e.g., show only New leads, or only Contacted leads).
Lead details
Click any lead card to open the detail modal with:
- Full contact information (if unlocked)
- Lead source and city
- Automation interests and categories
- Activity history
Next steps
- Unlock leads to reveal contact details and start selling
- Earn credits through the referral program