GUIDE: Get Started with Your New Buying Buddy Account

Dashboard Orientation

Begin with a 5 minute video tour of your new Buying Buddy account..

Review Account Settings

Customize Buying Buddy to your needs:

• Set your business name and upload your logo
• Add your office address
• Configure lead capture settings

Optimize Your Personal Profile

Your profile is your digital handshake. Make sure it represents you well:

• Customize your personal info
• Add a professional photo
• List your expertise and specialties

Brand Your Emails

Stand out in your clients' inboxes:

• Create a custom email header
• Create an email signature

Fine-Tune Lead Capture Settings

Balance user experience with lead generation:

• Set registration requirements for property searches
• Set property view limits before registration

Set Up Lead Notifications and Reports

Never miss a lead:

• Set up instant lead notifications via email and SMS
• Set up daily email reports for new leads and lead activity

Import Leads

Manage all your leads in one place:

• Learn how to import leads from other systems into Buying Buddy

Set Default Lead Campaigns

Hit the ground running with every new lead:

• Set up automatic drip campaigns for new leads

Set Up Property Alerts

Keep leads engaged with relevant information:

• Learn how to create and manage property alerts for leads and clients

Manage and Incubate Leads

Turn leads into clients with these strategies:

• Learn about lead nurturing
• Learn about the lead incubation process in Buying Buddy

See More: Guide to Working With Leads

For a more comprehensive look at lead management, check out the next guide.