Leads and CTAs
Front Door CTAs are the buttons visitors use to contact you, submit files, request quotes, or start a buyer or seller conversation.
Primary CTA
The Primary CTA section is the main button on your Front Door. Presets include:
- Submit a File
- Get a Home Valuation
- Start a Home Search
- Book a Consultation
- Schedule a Call
- Book a Call
- Request a Quote
- Work with Me
- Custom
Use Custom when you want your own button label and destination URL.
Submit a File
The Submit a File preset can route to a form from the form builder.
To use it:
- Build a form in Templates > Online Forms
- Set the form purpose to create a transaction
- Generate an active share link for the form
- Return to Front Door
- Edit the Primary CTA
- Choose Submit a File
- Select the form to route submissions to
Submissions through this path follow the form-builder flow and can create a draft transaction with uploaded files attached.
Built-in lead intake forms
Other CTA presets open branded public intake forms, depending on the preset. These forms collect details such as name, email, phone, address, preferred time, and message.
Built-in lead presets include:
- Home valuation
- Consultation
- Schedule call
- Book call
- Request quote
- Work with me
- Home search
After the visitor submits the form, they see a thank-you message and the lead appears in Front Door > Leads.
Secondary actions
The Secondary actions section can show up to three smaller CTA buttons. Use these for supporting actions that should not replace the primary button.
Managing leads
Go to Front Door > Leads to review incoming built-in intake submissions.
The Leads page lets you:
- Search by name, email, phone, address, preferred time, or message
- Filter by lead type
- See the submission source
- Export leads as CSV
- Refresh the list
- Open the linked contact when available
- Mark a lead as New, Contacted, or Closed
Lead statuses update inline so you can use the page as a lightweight follow-up queue.