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. -
Introduction to the Lead Dashboard
The Lead Dashboard is the home page for each of your leads. It brings together who the lead is, what... -
How to set Tasks for Lead Follow-up
Tasks are the reminders that keep your follow-up on track: calls to make, appointments to keep and to-dos to finish.... -
Organize Leads with Dynamic Segments
A Segment is a saved set of filters that always shows the leads that match it right now. As leads... -
How to Categorize Your Leads: Contact Type, Interest, Pipelines, Rating and Tags
Buying Buddy gives you five simple ways to describe every lead: Contact Type, Interest Type, the Buyer and Seller Pipelines,... -
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
New-Listing Alerts email your leads and clients whenever new properties that match their saved search come on the market. Alerts... -
Deal Stages and Forecasting
Deal stages and forecasts turn your conversations into a clear picture of the business you have coming. Every Buyer and... -
Lead Activity Notifications
Lead Activity Notifications are the alerts and daily reports sent to you about your leads. Each User sets their own,... -
Exporting Leads
You can download your leads as a CSV file that opens in any spreadsheet program, such as Excel or Google... -
Using the Buying Buddy Zapier App as a Trigger
This guide explains how to use the Native Buying Buddy Zapier App as a trigger to automatically send your new... -
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 you are done with for now, but still want to keep? You archive them.... -
Lead Summary: More Filters 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. -
How to spot hot leads
Buying Buddy watches what every lead does on your website and in your emails, and turns it into an Activity... -
Playbook: Your 10-Minute Daily Lead Routine
Ten focused minutes at the start of each day is enough to make sure your most promising leads hear from... -
Playbook: Responding Fast to a New Inquiry
When a lead asks to see a home or asks a question, they are telling you they are ready to... -
Playbook: Re-engaging Leads That Have Gone Quiet
Every database has leads who were active once and then went quiet. Many of them still plan to buy or... -
Playbook: Working a Seller Lead
Seller leads need a different approach from buyers. They are thinking about their home's value, their timing and their next... -
Playbook: Keeping Your Pipeline and Forecast Current
Your pipeline is only as useful as it is current. A deal stage set three months ago, or a close...