Welcome to this guide on managing leads with Buying Buddy.
This will get you up and running with managing leads, adjusting lead management settings and working with your clients in no time. Let’s get started and unlock the full power of Buying Buddy.
Getting Started
Lead Management Overview
Watch our 5 minute lead management video in Buying Buddy. You’ll learn:
- How to search for leads
- View lead details at a glance
- How to engage leads
Working With A Lead
Learn how to:
- View a lead’s activities and property interests
- Engage leads with new listing alerts and drip campaigns
- Manage notes, emails and follow up tasks
Lead Management Guide
For a detailed walk through, see this support article covering:
- Update lead details
- View lead activity and property alerts
- Set up alerts for your leads
- Save properties for leads
- Create and manage notes
Get Your Leads In Order
Use Segments
Use Segments for targeted marketing. Learn how to:
- Create dynamic audience groups based on specific conditions
- Use segments for better marketing campaigns
Categories and Tags
Organize leads with categories and tags:
- Set up a system to quickly find lead groups (e.g. all buyers looking for 3 bedroom homes)
- Best practices for tagging
Track and Engage Leads Effectively
Forecast Your Success
Use sales steps and forecasts to manage your business:
- Track sales using sales steps
- Forecast earnings with sales forecasting
Find Hot Leads
Never miss an opportunity with hot lead identification tools:
- View reports that show leads that need attention
- Learn to prioritize your follow ups for maximum impact
Stay Informed with Notifications and Reports
Stay on top of lead activity:
- Set up Email and SMS notifications for real-time lead updates
- Configure daily email reports to track lead activity
Follow Up Like a Pro
Create a system for lead follow up:
- Learn to set and manage follow-up tasks
- Stay on top of due tasks to ensure no lead falls through the cracks
Next Steps
You’re all set! You now have the tools to manage your leads with Buying Buddy. Remember consistency is key.
Next, see the guide on lead nurturing and incubation.
Need Help? Log in to your Buying Buddy dashboard and click the Question Mark icon in the top menu.