lead
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lead [2019/02/15 21:59] brittany |
lead [2019/06/12 20:42] brittany |
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| The search starts at page 1, and you can change pages by selecting from the **//Go to page//** [2] dropdown. | The search starts at page 1, and you can change pages by selecting from the **//Go to page//** [2] dropdown. | ||
| - | Initially, the leads are sorted by **//Start Date//** [3] in descending order (most recent first). The sort criteria can be changed by clicking on any of the other column headings, and the sort order can be changed by clicking a column header a second time. | + | To download a csv of your leads, click the **//CSV//** [3] button and it will prompt you to make a decision of checking certain leads or downloading all of your leads. |
| - | The **//Delete//** [4] button will show for admins and any agent who has permission to delete leads. To delete a lead, you would check the box to the right of the lead and press delete. | + | To update more than one lead at a time, whether it's changing the Type, Tags, etc, you can do it here [4]. |
| - | To download a csv of your leads, click the **//CSV//** [5] button and it will prompt you to make a decision of checking certain leads or downloading all of your leads. | + | The **//Assign//** [5] button will bulk assign the checked leads to a specified agent/lender. |
| - | The **//Assign//** [6] button will bulk assign the checked leads to a specified agent/lender. | ||
| - | To use the **//Drips//** [7] and **//eBlast//** [8] buttons, you will need to activate the email drip feature. | + | To use the **//Workflows - Drips//** [6] and **//eBlast//** [7] buttons, you will need to activate the email drip feature. |
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| + | The **//Delete//** [8] button will show for admins and any agent who has permission to delete leads. To delete a lead, you would check the box to the right of the lead and press delete. | ||
| To create a new lead manually, click the **//New//** [9] button. | To create a new lead manually, click the **//New//** [9] button. | ||
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| + | Initially, the leads are sorted by **//Start Date//** [10] in descending order (most recent first). The sort criteria can be changed by clicking on any of the other column headings, and the sort order can be changed by clicking a column header a second time. | ||
| {{:leads-nav1.png?900|}} | {{:leads-nav1.png?900|}} | ||
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| * note | * note | ||
| - | A lead needs to have an account in order to **schedule a showing**. If the lead doesn't have an account and clicks the "Schedule a showing" button, they need to fill out the sign up form first and then when they click it again and fill out the schedule, the activity will show up in the activity section of the lead's detail page. | + | A lead needs to have an account in order to **schedule a showing**. If the lead doesn't have an account and clicks the "Schedule Showing" button on a property detail page, they need to fill out the sign up form first and then when they click it again and fill out the schedule, the activity will show up in the activity section of the lead's detail page. |
| {{::scheduleshowingactivity.jpg?700|}} | {{::scheduleshowingactivity.jpg?700|}} | ||
lead.txt · Last modified: 2020/05/28 20:24 by michaels
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