Getting Started

Step-by-Step For Agents

Download the Getting Started Guide

Welcome Video for New Users

The following steps will help you to setup your new account and personal options for working with leads and contacts.

Set up Your Personal Preferences

• Review Your Account Settings
• Check Your Personal Settings and Your Profile
  This is how you will be presented to your leads and contacts both within Widgets on your website, and also when any emails are sent.
• Notifications and Reports Sent To You
  Want to get daily alerts of lead activity? Or an SMS when a hot lead returns? Chose your alerts and reports here.
• How to Set the Default Campaign for your Leads
  When a new lead registers, you can put them on a drip campaign straight away!
• Manage and Incubate Leads
  See how to start working with your leads and contacts.

Get Help And Support

If you need help, please login to your Buying Buddy dashboard  and go to the “Help and Support” section at the bottom of the blue menu on the left.

Here you will find a menu item to create a New Help Ticket

Remember to include details on what you did, what you expected, and what happened so that we can quickly offer a solution.