Add Leads, Prospects and Clients
The Leads and Contacts system gives you great tools to engage leads, automatically incubate prospects, and collaborate with Clients. There are multiple...
Working with Leads
How to manage and work with leads.
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Organize Leads with Tags, Groups and Categories
Tags, Categories and Groups and methods to help you organize and find your leads. In summary, Categories are designed to... -
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... -
How to set up Just Listed Property Alerts
A very important feature included in the Buying Buddy suite is the ability to send your leads and clients Just... -
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... -
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... -
Manage Leads
How to find your way around the LAC to view, review and manage leads -
VIDEO: Working with Leads
How to work with leads, the Lead Detail page, notes, email actions and activity history (Video LAC-107) -
VIDEO: Create Property Alerts
How to collaborate with your leads with Property Alerts (LAC-108-How to create Just Listed Alerts) -
Processing of leads and Inquiries
THIS IS A DRAFT ARTICLE Certain activities performed by consumers will result in the recording of the lead's activity in...