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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:

  1. Build a form in Templates > Online Forms
  2. Set the form purpose to create a transaction
  3. Generate an active share link for the form
  4. Return to Front Door
  5. Edit the Primary CTA
  6. Choose Submit a File
  7. 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. Submissions do not appear in the Pipeline Inbox column.

When the visitor gives an email address, DocJacket also finds or creates a contact for them. A new contact gets the Lead contact type and a tag for the form they used (for example valuation_lead, consultation_lead, call_lead, quote_lead, inquiry_lead, or home_search_lead). If a contact with that email already exists, it is reused and tagged. Submissions without an email stay on the Leads page only. DocJacket also emails a notification to your public email, or to the account owner if no public email is set. Nothing creates a deal automatically.

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.