Managing Leads Bootcamp

Review these key articles to get a quick start on managing leads!

  1. How to Work with Your Leads Update lead details, view lead activity, property alerts, set up alerts, save properties and keep notes etc.
  2. How to find Hot Leads that You Need to Look At Today! Great reports helping you to find hot leads.
  3. Get Notifications of Lead Activity and Daily Activity Reports Get lead notifications via SMS and lead activity reports via email.
  4. How to Set Tasks to Follow Up With Leads Create follow up tasks and see what tasks are due.
  5. How to Use Automated Drip Marketing / Action Plans Create and attach leads to Drip Campaigns