Lead / Adding a lead → Add to a List. Lists are named collections of records — the closest equivalent to old leads. Select records in the grid, then Actions → Add to List. If you're wondering "where are my leads?", they're almost always in a List.

Saved (the star) = favoriting. Starring a record bookmarks it under Saved Records so you can get back to it. It's a personal favorite, not lead tracking.

Lead marked while driving → Target. A property flagged during a Driving for Dollars drive; it appears in the Targets tab for follow-up.

Leads Menu → Saved Records + Lists. Two separate items now: Saved Records (everything you've starred) and Lists (your collections).

Lead list / marketing list → List. A static, named collection of up to 100,000 records. Lists are snapshots and don't auto-update — for a "living" search, use Past Searches instead.

Lead Status → Opportunity (coming soon) — a light pipeline for moving an interested homeowner through to close.

Map (home screen) → Prospect. The app opens to Prospect — Find Properties or Find People — with Grid as the default result view.

List Builder → Find Properties. Same job: filter properties on the left, review, then export or save to a List.

Find People (new). Prospect people directly, with Demographics, Credit Behavior, Income & Wealth, and Residence & Property filters. Set a location first — no location returns nationwide results.

Saved filters / saved search → Past Searches. Every search auto-saves in the sidebar; click one to restore its filters, location, and prospect type. Pin your favorites.

Quick Search (new). The global lookup (search icon in the sidebar) — find any property or person by address, APN, owner name, email, or phone.

Grid View (new) — the default spreadsheet-style table with customizable, persistent columns.

Map View — the map is now one of three result views, focused on where your filtered properties concentrate.

Split View (new) — the grid and the map side by side.

County / Heatmap / Hexagon — map density modes (County is the default); a 3D mode adds depth.

Insights bar (new) — live stats above the grid (owners, phones, emails, distress signals) that recalculate with every filter change; up to 5 at a time.

Property Card → Property Page. A full-page property record with modular, pinnable sections.

Contact Card → People Page. A full-page person record with ten sections — most of this data is new.

Comps → Location & Comparables. An interactive comps map and list with match scores and adjustable Comp Settings (gear icon → timeframe, criteria, property types, or Draw Area).

Property Analysis Tools (new) — the built-in Wholesaling Calculator and Rehab Estimator on the Property Page (web only).

Portfolio → Real Estate Portfolio — a People Page section showing every property a contact owns, with value, equity, and debt.

Behavioral Insights (new) — insight cards in the People Page header (Likely to Move, Mortgage Prospect, and more).

Skip tracing → Reveal Contact. Phones and emails stay hidden until revealed; each reveal costs 1 data credit per contact. Viewing a profile is free.

Free Drive — untethered tracked driving; search freely as you go. It's the only mode you don't set up in advance.

Planned Route (coming soon) — turn-by-turn navigation to a pre-built list of properties.

Area Drive (coming soon) — drive freely within an assigned boundary, with street-level coverage tracking.

Marked lead → Target. Properties you flag while driving, collected in the Targets tab for follow-up.

Visited (new) — properties auto-mark as visited within 0.10 miles; you can also mark them manually.

Tags — still called Tags, now with a Tags Manager on mobile to add, rename, and delete them.

Property List — one row per property (up to 5 contacts per property included).

Contact List — one row per person.

Email List / Phone List — one row per unique email or phone (duplicates removed).

Contact audience (new) — who to include: Property Owners, Owners + Family, Likely Renters, or Residents.

Scrub DNC — removes Do-Not-Call (DNC) numbers; the answer to "how do I make my list DNC-safe?"

Export delivery → Inbox. Finished exports appear in the in-app Inbox with a download button (files expire after 7 days); re-exporting the same records is free within the billing period.

Export Limit → Data Credits. Credits spent to get data out — revealing a contact or exporting a record. 1 property = 1 record and 1 contact = 1 record; same-period re-exports are free. Check your balance under your name (bottom-left).

Apps & Integrations / API (new) — pull the same data into your own tools programmatically; API pulls draw down Data Credits just like exports.

Postcard templates → Designs. AI-generated postcard designs from a plain-language prompt (the Design Creator); refine and publish.

Mail sequences → Campaigns. Multi-touch sequences (up to 5 steps) with scheduling and an upfront cost preview (pieces = recipients × sends).

Mail Analytics (new) — Sent, Delivered, Unique Opens, Open Rate, per-campaign detail, and QR-scan tracking per property.

Marketing credits → Funds (Wallet). Your prepaid balance for mail, topped up and tracked in your Wallet.

Alma → AI Chat (Copilot). A page-aware assistant that searches, enriches, exports, and builds lists from plain English (paid plans; coming soon).

AI Credits (new) — a separate balance from Data Credits and Funds, used by Copilot actions.

@Add Context (new) — attach records, lists, or saved searches to a chat to scope what the AI acts on.

Settings → Profile menu (bottom-left). Your name/photo menu holds your export limit and reset date, the workspace switcher, dark mode, and all settings pages.