[5.0] Generate a Lead List With Residential, Commercial, or Asset Data

[5.0] Generate a Lead List With Residential, Commercial, or Asset Data

Lead Lists give you the owner’s contact info, so you can follow up in more ways and close more sales after a storm.

Generating a Lead List will give you an Assets, Commercial, and/or Residential's information in a selected area.
The generated report will include info such as address, email, phone number, contact name, etc. 

Ways to pull a Lead List

  • From the Entire Storm Swath: Pull all properties across the full storm area.
  • From a Section of the Storm: Pull properties from a custom-drawn area.
  • From a Campaign: Pull properties from a saved campaign area within a storm.

    • Mobile App

    Lead List From the Entire Storm Swath

    Generate a complete list of properties across the full storm-affected area to maximize outreach.

    1. Select "Maps" page


    2. Activate a Weather Event


    3. Tap "Inspector Tool"


    4. Tap inside the storm where you want a Lead List


    5. Tap "Lead List"


    6. Select "Generate" next to the Lead List you want


    7. Select the type of download you need:

    A.  Asset: Download list of Assets (clients) in the selected area

    B.  Residential: Download Lead List of all homes in the select area

    C.  Commercial: Download Lead List of all businesses in the select area


    8. Tap "Request"


    9. Tap the “Notifications” page or check your email to download your Lead List


    Lead List From a Section of the Storm

    Create a targeted list by drawing a custom area within the storm zone to focus on specific neighborhoods.

    1. Select "Maps" page


    2. Activate a Weather Event


    3. Tap "Lead List" button


    4. Tap at least three points to draw a lead list


    5. Tap "Continue"


    6. Select the type of download you need:

    A.  Asset: Download list of Assets (clients) in the selected area

    B.  Residential: Download Lead List of all homes in the select area

    C.  Commercial: Download Lead List of all businesses in the select area


    7. Tap "Confirm"


    8. Tap the “Notifications” page or check your email to download your Lead List


    Lead List From a Campaign

    Pull a list from a pre-defined campaign area you’ve already saved within a storm for quick, repeatable targeting.

    1. Tap "Maps" page


    2. Tap "Navigation" panel


    3. Tap "Campaigns" panel


    4. Select a Campaign you want a Lead List from

    *Campaigns are part of the DealTrace product. If you have DealTrace but can't see campaigns or create a new campaign, please have your company admin update your role


    5. Tap "Generate" to create a Lead List


    6. Select the type of download you need:

    A.  Asset: Download list of Assets (clients) in the selected area

    B.  Residential: Download Lead List of all homes in the select area

    C.  Commercial: Download Lead List of all businesses in the select area


    7. Tap "Request"


    8. Tap the “Notifications” page or check your email to download your Lead List


    Browser App

    Lead List From the Entire Storm Swath

    Generate a complete list of properties across the full storm-affected area to maximize outreach.

    1. Select "Map" page


    2. Activate a Weather Event


    3. Click inside the map


    4. Click the address


    5. Click "Lead List" tab


    6. Click "Download Lead List"


    7. Select the type of download you need:

    A.  Asset: Download list of clients(Assets) in the selected area

    B.  Residential: Download Lead List of all homes in the select area

    C.  Commercial: Download Lead List of all businesses in the select area


    8. Click "Request List"


    9. Click "Confirm"


    10. Click the “Notifications” page or check your email to download your Lead List


    Lead List From a Section of the Storm

    Create a targeted list by drawing a custom area within the storm zone to focus on specific neighborhoods.

    1. Select "Maps" page


    2. Activate a Weather Event


    3. Select "Lead List" button


    4. Click at least three points to draw a lead list


    5. Double click to complete the area


    6. Select the type of download you need:

    A.  Asset: Download list of Assets (clients) in the selected area

    B.  Residential: Download Lead List of all homes in the select area

    C.  Commercial: Download Lead List of all businesses in the select area


    7. Click "Request List"


    8. Click "Confirm"


    9. Click the “Notifications” page or check your email to download your Lead List


    Lead List From a Campaign

    Pull a list from a pre-defined campaign area you’ve already saved within a storm for quick, repeatable targeting.

    1. Select "Maps" page


    2. Click "Campaigns" panel


    3. Select a "Campaign"

    *Campaigns are part of the DealTrace product. If you have DealTrace but can't see campaigns or create a new campaign, please have your company admin update your role


    4. Click "Generate Lead List"


    5. Select the type of download you need:

    A.  Asset: Download list of clients(Assets) in the selected area

    B.  Residential: Download Lead List of all homes in the select area

    C.  Commercial: Download Lead List of all businesses in the select area


    6. Click "Request List"


    7. Click "Confirm"


    8. Click the “Notifications” page or check your email to download your Lead List



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