Real Estate CRM and Lead Management
Real Estate CRM and Lead Management
How to Reset Password for your Lead
To reset the Password for your client to allow them to login, open the Lead record and click the ‘padlock’ icon in the top section of the Lead Details tab.
How to figure out what your Prospects are really interested in!
There are many features to give you better understanding of your leads. Here’s an overview of whats behind each of the tab areas when you look at a Lead in your LAC Account. DetailsThe DETAILS Tab contains a summary of the contact information for this
How to figure out Which Lead to Call Today – with Your Lead Dashboard
When you login to your LeadandContacts account, the first page you see now shows a new panel that summarizes whats happening with the Leads in your account.This Dashboard Panel shows you information about your leads that will help you to focus on the leads that
How to Get Copied on Search Alerts going to your Leads
When you create a Search Alert now for one of your clients (Recommend a Search) you may choose to have yourself copied on all the alerts they are sent. We suggest that you only do this for Buyers that you are working closely with!
Better Service For Your leads
Many changes have been implemented to ensure that YOUR leads are more closely linked to you. Agent Profile Page: ‘Register Now’ Button for your Leads Each Agent’s profile page now has its own special Registration button. So, direct your clients to your profile page and
How to View Leads
Here’s how to manage leads in the LAC. 1. When you click on a Leads and Contacts filter to view a list of leads, the presentation you see now has many columns of information in it including a measure of the leads overall activity (number
How to Reset Password for your Lead
To reset the Password for your client to allow them to login, open the Lead record and click the ‘padlock’ icon in the top section of the Lead Details tab.
How to figure out what your Prospects are really interested in!
There are many features to give you better understanding of your leads. Here’s an overview of whats behind each of the tab areas when you look at a Lead in your LAC Account. DetailsThe DETAILS Tab contains a summary of the contact information for this lead.There is a COMMENTS section top right that allows you to record a single sticky
How to figure out Which Lead to Call Today – with Your Lead Dashboard
When you login to your LeadandContacts account, the first page you see now shows a new panel that summarizes whats happening with the Leads in your account.This Dashboard Panel shows you information about your leads that will help you to focus on the leads that need attention.The numbers are clickable and will take you to a page where all the
How to Get Copied on Search Alerts going to your Leads
When you create a Search Alert now for one of your clients (Recommend a Search) you may choose to have yourself copied on all the alerts they are sent. We suggest that you only do this for Buyers that you are working closely with!
Better Service For Your leads
Many changes have been implemented to ensure that YOUR leads are more closely linked to you. Agent Profile Page: ‘Register Now’ Button for your Leads Each Agent’s profile page now has its own special Registration button. So, direct your clients to your profile page and have them sign up! They are then automatically assigned to you. Don’t forget that you
How to View Leads
Here’s how to manage leads in the LAC. 1. When you click on a Leads and Contacts filter to view a list of leads, the presentation you see now has many columns of information in it including a measure of the leads overall activity (number searches run + number of listings viewed) when they last logged in the number of
