Review these key articles to get a quick start on managing leads!
- How to Work with Your Leads Update lead details, view lead activity, property alerts, set up alerts, save properties and keep notes etc.
- How to find Hot Leads that You Need to Look At Today! Great reports helping you to find hot leads.
- Get Daily Alerts and Lead Activity Reports Get lead notifications via SMS and lead activity reports via email.
- How to Set Tasks to Follow Up With Leads Create follow up tasks and see what tasks are due.
- How to Use Automated Drip Marketing / Action Plans Create and attach leads to Drip Campaigns