Follow each of these topics to get set up to make the most of your Buying Buddy.
- First Look: Buying Buddy In Your Website (video) How Buying Buddy works in your website and what it does.
- How to Setup Your Personal Profile How to set your profile, signature, stationary and contact details.
- How to Brand your Emails How to Personalize your emails with a custom email header and signature.
- How to Set and Choose Notifications + Daily Reports Sent To You Get instant lead notifications and alerts via email and SMS.
- How to Add Leads to Your CRM Account Import your existing leads and leads from other sources.
- How to Set the Default Campaign for Your Leads Welcome emails and default campaigns.
- How to Setup Property Alerts for Your Leads and Clients There is no better way to incubate leads than have them receive properties!
- How to Fine Tune Your Lead Capture Settings Require registration (or show reminder) after 'so-many' searches or property views