VIDEO: Managing Leads - Overview
This video shows how Buying Buddy can help you manage leads: How to search for leads, view the details of leads and options for engaging leads all in the context of their property interests.
Working with Leads
How to manage and work with leads.
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VIDEO: Working With A Lead
This video shows how to work with your leads. Specifically how to view the lead's activities and property interests and engage the lead with new-listing alerts, drip campaigns, notes, emails and follow-up tasks. -
How to Work with Your Leads
As your marketing progresses, you will have more leads in your account. Lead Summary Panel The lead summary panel shows... -
How to set Tasks for Lead Follow-up
Once you have captured a new lead, it is absolutely vital that you follow up with them in a timely... -
Organize Leads with Dynamic Segments
Segments are a great way to quickly manage an audience or groups of leads. Segments are defined using search criteria,... -
Organize Leads with Tags, Groups and Categories
Tags, Categories and Groups and methods to help you organize and find your leads. Categories and Tags are especially useful... -
How to Set the Default Campaign for your Leads
A Campaign is an automated, pre-defined sequence of emails and actions that will be either sent to the lead, or... -
VIDEO: New-Listing Alerts
This video shows how to create New-Listing Alerts and how to monitor each lead's interest and interaction with alerts they are sent. -
How to Set Up New-Listing Alerts
A very important feature included with Buying Buddy is the ability to send your leads and clients New-Listing property alerts... -
Sales Steps and Forecasting
Sales Steps and Forecasting is a great way to track your sales opportunities and is available to all types of... -
Notifications and Reports Sent To You
Choices about Notifications and Daily reports are set as part of your Personal Profile. Notifications A selection of notifications are... -
How to spot hot leads and track lead activity
The more insights you have to a specific consumer's needs, the easier it is to help and engage them, and... -
Exporting Leads
If you are an account admin, you can export leads for yourself or your team members. To export leads, complete... -
Forward Leads to External Systems
Use Zapier to send new leads to other systems. This Zap Tigger will start the Zap when you have a... -
Buying Buddy Text Messaging
Buying Buddy Text Messaging services (SMS) are provided in your account with a Buying Buddy Phone Number. These numbers are... -
Writing Emails that get Delivered
When you create your emails, the following guidelines will help ensure that they don't go to spam. Subject Make your... -
Archiving Leads
What do you do with leads that you're done with now, but still want to keep? ...You archive them! Archiving... -
Lead Search Form Field Guide
This article provides detailed explanations for all the options available in the search form. Use this guide to understand how to utilize each field effectively.