View and route website leads into your CRM

Every visitor your site captures lands in one place so you can act fast. This article shows where website leads appear, how each capture point is labeled, and how to follow up on them as full contacts in your CRM.

See recent leads on the Leads tab

Open your Website manager and select the Leads tab. The tab counter shows how many recent leads you have, and the table lists each one with Name, Email, Phone, Source, Status, and the date it came in.

The Status column starts at "new" for a fresh lead and switches to "imported" once that lead has been synced into your CRM. If you haven't captured anyone yet, you'll see an empty state reminding you that leads appear here when visitors register or request a home valuation.

Know where each lead came from

The Source column tells you which part of your site captured the lead, so you can prioritize and tailor your outreach:

• Registration wall — a visitor hit your view limit and signed up to keep browsing listings (source registration_wall).
• Home valuation — a homeowner requested a free estimate, a strong signal of a seller lead (source home_valuation).
• Form — a visitor filled out a contact or interest form you added to a page (source form_contact, or form_seller and similar for other form types).

Because each capture point sets its own recognizable source, you can tell buyer registrations apart from seller prospects at a glance and route them accordingly.

Follow up in your CRM and Pipeline

Registered visitors don't just sit in a list. When someone signs up, SAMI OS creates a CRM contact for them and attaches what they told you, including their stated buyer or seller interest and any search preferences such as budget, timeline, and location. SAMI also logs the registration on the contact's timeline so you have context before your first touch.

From there, treat website leads like any other contact:

1. Open the contact

   Find the new lead in Contacts. Their interest and search preferences are saved on the record, ready for a personalized first message.

2. Add them to a Pipeline

   Drop the lead into the right stage of your Pipeline so it moves through your sales process instead of getting lost.

3. Automate the first touch

   Trigger a Workflow to send an instant welcome, or hand the lead to a SAMI Bot for a fast call or text while interest is high.

Related articles

• Capture leads with the registration wall
• Enable the home valuation page for seller leads
• Add a contact form to capture leads