VIDEO: Agent Territory Assignment
This video shows how the Agent Territory Assignment method can be set up to assign leads based on an Agent's sales territory.
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VIDEO: The Lead Assignment Process
- Admin
This video shows how leads are assigned using the Standard Assignment Policies that apply everywhere and additional Lead Assignment Methods.
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Unassigned Leads
- July 20, 2024
- Admin
Unassigned leads are leads that have not been assigned by any of the Lead Assignment Policies.These leads will be displayed in your dashboard as 'Unassigned' and will need to be manually assigned. As a Team, you should implement processes to ensure that these unassigned leads are managed and ultimately get...
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VIDEO: New-Listing Alerts
- July 15, 2024
- Admin
This video shows how to create New-Listing Alerts and how to monitor each lead's interest and interaction with alerts they are sent.
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VIDEO: Using Drip Campaigns
- July 11, 2024
- Admin
This video shows how to use Drip Campaigns to automate communications, workflow and tasks, and help keep you in touch with your leads and contacts.
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Wix FAQ
- July 9, 2024
- Admin
Common questions and answers about adding and customizing widgets.
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Attaching Campaigns to Leads
- July 5, 2024
- Admin
There are several different ways to assign a campaign to a Lead that are explained below. 1. Set Your Default Campaign A default campaign can be specified as part of your personal preferences.See Default Campaign Settings for more details. 2. Manually Assign a Campaign to a Lead The campaign assigned...
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Tutorial: The About Me Page on your Wix Website
- July 1, 2024
- Admin
This tutorial will introduce you to the About Me / Brokers widget. The "About Me" page was automatically created and added to your menu when you installed the Buying Buddy app.If you have a team or office Buying Buddy account, you can rename this page in the Editor to something more suitable.If...
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Tutorial: The Home Value Page on your Wix Website
- Admin
This tutorial will introduce you to the Lead Capture Form (LCF) widget and guide you on adjusting settings to capture leads and automate follow-up. The "Home Value" page was automatically created and added to your menu when you installed the Buying Buddy app.If you do not want this page then you can...
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Tutorial: The Featured Listings Page on your Wix Website
- Admin
This tutorial will show you how to adjust the widget on this page to show only listings you want displayed.E.g. Your listings, your office listings, homes in an area, homes with a certain price, features and so on. The "Featured Listings" page was automatically created and added to your menu...