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potential_seller [2016/10/21 18:58] keith created |
potential_seller [2016/12/16 19:24] brittany |
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== Description == | == Description == | ||
- | These are [[partial_leads|Partial Leads]] created from your //Seller Valuation Tool//. They can be edited and managed just like any other lead in the Lead Manager | + | These are Partial Leads created from your //Seller Valuation Tool//. They can be edited and managed just like any other lead in the Lead Manager |
== Creation == | == Creation == | ||
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On the leads' list page, find the //All Leads// filter tab, click the down arrow and select "Potential Sellers". From here on any filter tab selected to the right (New, Unassigned, etc) will be searching for Potential Seller Leads until you select //All Leads// or //Full Leads// from the first filter tab. | On the leads' list page, find the //All Leads// filter tab, click the down arrow and select "Potential Sellers". From here on any filter tab selected to the right (New, Unassigned, etc) will be searching for Potential Seller Leads until you select //All Leads// or //Full Leads// from the first filter tab. | ||
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- | == Exporting == | ||
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- | Coming Soon | ||
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- | == External Integrations == | ||
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- | Coming Soon | ||
- | * Website | ||
- | * Zapier | ||
- | * Top Producer and Infusionsoft | ||
- | * Bombbomb | ||
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