If you have integrated a Lead Generation source that uploads leads you may have already made contact with (i.e. Zillow Inbound Calls), you have the option of converting the lead to a Non-Assist Client. Clients in the Non-Assist tab are not contacted by our Concierge Team.


Open the radius mobile app. Click on Assist LeadsSubmitted to open the following screen:


Next, click on the client you wish to convert to a Non-Assist client. Click on the 3 dots in the top right corner and select "Convert this to client".




The client should appear under ClientsNon-Assist Clients now.



If you'd like to move the client back to be re-engaged by the Radius Concierge team. Select the client under Non-Assist Clients. Then select the 3 dots at the top right and click "Qualify This". Select "Refer Out" if you no longer want to deal with that client because of budget, area of service, or a language barrier. The Radius concierge team will make sure we get the client connected to excellent agents and you receive 25% at closing.